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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 | $30,024 | $90,590-66.9% | $90,782-66.9% | $135,382-77.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 4.12% | -3.40%+7.5pp | -3.42%+7.5pp | 519.77%-515.7pp |
| Employer contribution / active EE | $3,176 | $4,352-27.0% | $4,105-22.6% | $4,779-33.5% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $406 | $7,683-94.7% | $5,908-93.1% | $10,829-96.3% |