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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 | $52,077 | $107,809-51.7% | $90,657-42.6% | $135,380-61.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 4.35% | -0.90%+5.3pp | 1.89%+2.5pp | 519.81%-515.5pp |
| Employer contribution / active EE | $1,631 | $3,018-46.0% | $2,532-35.6% | $4,779-65.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $509 | $5,931-91.4% | $4,994-89.8% | $10,828-95.3% |