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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 | $28,740 | $49,177-41.6% | $79,467-63.8% | $64,173-55.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 22.30% | -1.16%+23.5pp | 718.30%-696.0pp | 7.63%+14.7pp |
| Employer contribution / active EE | $3,945 | $2,076+90.0% | $2,800+40.9% | $2,381+65.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $378 | $3,839-90.2% | $5,104-92.6% | $4,887-92.3% |