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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 | $50,178 | $102,828-51.2% | $105,387-52.4% | $152,909-67.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.80% | 20.85%-2.1pp | 26.82%-8.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,500 | $4,473-44.1% | $4,213-40.7% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,100 | $8,683-87.3% | $6,559-83.2% | $11,601-90.5% |