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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 | $23,862 | $113,941-79.1% | $94,229-74.7% | $125,389-81.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.15% | 5.29%-3.1pp | 10.68%-8.5pp | 282.24%-280.1pp |
| Employer contribution / active EE | $15,613 | $4,727+230.3% | $3,587+335.3% | $4,866+220.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,450 | $8,392-11.2% | $6,269+18.8% | $9,541-21.9% |