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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 | $42,204 | $157,304-73.2% | $141,197-70.1% | $152,909-72.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.47% | 64.34%-42.9pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,600 | $5,263-69.6% | $4,736-66.2% | $4,764-66.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,060 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |