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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 | $34,870 | $127,100-72.6% | $105,738-67.0% | $135,379-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 1.77% | 4.49%-2.7pp | 6.27%-4.5pp | 519.79%-518.0pp |
| Employer contribution / active EE | $3,043 | $4,107-25.9% | $3,268-6.9% | $4,779-36.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,434 | $9,087-51.2% | $6,913-35.9% | $10,828-59.0% |