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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 | $26,458 | $75,962-65.2% | $154,108-82.8% | $64,173-58.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 2.74% | 30.32%-27.6pp | 735.21%-732.5pp | 7.63%-4.9pp |
| Employer contribution / active EE | $761 | $3,350-77.3% | $5,298-85.6% | $2,381-68.0% |
| Participant deferral / active EE | $660 | $3,175-79.2% | $5,081-87.0% | $3,470-81.0% |
| Admin fee / account holder | $1,976 | $5,589-64.7% | $13,411-85.3% | $4,887-59.6% |