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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,077 | $127,387-80.3% | $115,038-78.2% | $125,389-80.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.06% | 31.28%-29.2pp | 26.14%-24.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,790 | $6,423-72.1% | $6,026-70.3% | $5,352-66.5% |
| Admin fee / account holder | $1,447 | $9,516-84.8% | $8,175-82.3% | $9,541-84.8% |