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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 | $14,084 | $77,901-81.9% | $149,717-90.6% | $75,181-81.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.02% | 31.73%-17.7pp | 134.41%-120.4pp | 160.69%-146.7pp |
| Employer contribution / active EE | $2,400 | $3,137-23.5% | $4,820-50.2% | $2,671-10.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $409 | $5,949-93.1% | $13,213-96.9% | $5,650-92.8% |