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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 | $40,406 | $96,965-58.3% | $97,995-58.8% | $147,586-72.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 13.51% | 24.11%-10.6pp | 23.94%-10.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,632 | $4,536-42.0% | $4,158-36.7% | $4,876-46.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,668 | $8,120-67.1% | $5,943-55.1% | $10,886-75.5% |