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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 | $24,111 | $90,590-73.4% | $90,782-73.4% | $135,382-82.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 2.93% | -3.40%+6.3pp | -3.42%+6.3pp | 519.77%-516.8pp |
| Employer contribution / active EE | $7,782 | $4,352+78.8% | $4,105+89.6% | $4,779+62.8% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $94,402 | $7,683+1128.7% | $5,908+1498.0% | $10,829+771.8% |