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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 | $32,954 | $88,583-62.8% | $88,497-62.8% | $273,972-88.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 3.24% | 5.68%-2.4pp | 7.63%-4.4pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,381 | $4,502-47.1% | $4,036-41.0% | $4,869-51.1% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30,741 | $8,980+242.3% | $6,220+394.3% | $10,133+203.4% |