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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 | $33,428 | $94,529-64.6% | $140,019-76.1% | $64,173-47.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.22% | 7.77%-11.0pp | 651.17%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,435 | $3,812-62.4% | $5,605-74.4% | $2,381-39.7% |
| Participant deferral / active EE | $1,766 | $5,250-66.4% | $6,927-74.5% | $3,470-49.1% |
| Admin fee / account holder | $4,442 | $6,741-34.1% | $10,705-58.5% | $4,887-9.1% |