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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 | $19,645 | $112,729-82.6% | $98,716-80.1% | $137,256-85.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.21% | 38.48%-28.3pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,557 | $2,725-42.9% | $2,279-31.7% | $4,156-62.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,937 | $10,129-61.1% | $8,703-54.8% | $12,270-67.9% |