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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 | $57,802 | $126,113-54.2% | $116,096-50.2% | $155,188-62.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 8.42% | 391.72%-383.3pp | 326.25%-317.8pp | 148.84%-140.4pp |
| Employer contribution / active EE | $1,231 | $2,672-53.9% | $2,503-50.8% | $4,248-71.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,115 | $8,045-86.1% | $7,704-85.5% | $14,480-92.3% |