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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 | $74,401 | $114,199-34.8% | $119,237-37.6% | $167,553-55.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.02% | 29.88%-16.9pp | 30.70%-17.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,941 | $4,480-34.3% | $4,383-32.9% | $4,840-39.2% |
| Participant deferral / active EE | $0 | $6,086-100.0% | $6,112-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,291 | $8,939-74.4% | $7,229-68.3% | $12,316-81.4% |