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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 | $32,406 | $90,486-64.2% | $78,676-58.8% | $273,972-88.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.17% | 75.62%-71.5pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,770 | $3,175-44.2% | $2,850-37.9% | $4,869-63.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,411 | $5,263-35.2% | $4,510-24.4% | $10,133-66.3% |