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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 | $40,457 | $94,529-57.2% | $140,019-71.1% | $64,173-37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.54% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,322 | $3,812-65.3% | $5,605-76.4% | $2,381-44.5% |
| Participant deferral / active EE | $1,383 | $5,250-73.6% | $6,927-80.0% | $3,470-60.1% |
| Admin fee / account holder | $4,478 | $6,741-33.6% | $10,705-58.2% | $4,887-8.4% |