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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 | $31,909 | $47,944-33.4% | $67,834-53.0% | $62,881-49.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 11.28% | 11.77%-0.5pp | 138.47%-127.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,244 | $1,562-20.4% | $2,403-48.3% | $2,281-45.5% |
| Participant deferral / active EE | $84 | $2,247-96.3% | $3,160-97.3% | $3,203-97.4% |
| Admin fee / account holder | $1,105 | $3,712-70.2% | $4,622-76.1% | $4,296-74.3% |