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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 | $16,661 | $106,267-84.3% | $96,520-82.7% | $139,456-88.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 11.01% | 38.45%-27.4pp | 35.72%-24.7pp | 373.45%-362.4pp |
| Employer contribution / active EE | $4,665 | $4,105+13.6% | $3,739+24.8% | $4,753-1.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $142,035 | $7,882+1701.9% | $6,733+2009.5% | $11,407+1145.2% |