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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 | $28,099 | $158,852-82.3% | $121,220-76.8% | $135,380-79.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 2.29% | -0.64%+2.9pp | 16.94%-14.6pp | 519.81%-517.5pp |
| Employer contribution / active EE | $2,353 | $5,666-58.5% | $4,023-41.5% | $4,779-50.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $325 | $6,515-95.0% | $5,021-93.5% | $10,828-97.0% |