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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 | $47,870 | $113,338-57.8% | $94,993-49.6% | $147,586-67.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.98% | 20.80%-1.8pp | 27.14%-8.2pp | 578.59%-559.6pp |
| Employer contribution / active EE | $218 | $3,160-93.1% | $2,603-91.6% | $4,876-95.5% |
| Participant deferral / active EE | $76 | $3,777-98.0% | $3,317-97.7% | $5,439-98.6% |
| Admin fee / account holder | $16,548 | $6,063+173.0% | $4,960+233.6% | $10,886+52.0% |