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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 | $38,972 | $32,117+21.3% | $71,089-45.2% | $64,173-39.3% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | 11.26% | -5.57%+16.8pp | 650.65%-639.4pp | 7.63%+3.6pp |
| Employer contribution / active EE | $926 | $712+30.0% | $1,088-14.9% | $2,381-61.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,873-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,387 | $2,759-49.7% | $3,082-55.0% | $4,887-71.6% |