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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 | $84,347 | $116,203-27.4% | $93,621-9.9% | $152,897-44.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.80% | 35.96%-18.2pp | 32.76%-15.0pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,646 | $3,219-17.8% | $2,719-2.7% | $4,764-44.4% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,668 | $10,751-84.5% | $7,890-78.9% | $11,599-85.6% |