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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 | $43,138 | $56,110-23.1% | $94,993-54.6% | $70,124-38.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 16.28% | 51.02%-34.7pp | 27.14%-10.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $645 | $1,442-55.3% | $2,603-75.2% | $2,342-72.5% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,558 | $3,456+118.7% | $4,960+52.4% | $4,645+62.7% |