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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 | $83,665 | $167,353-50.0% | $143,797-41.8% | $134,545-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.06% | 0.48%+2.6pp | -0.04%+3.1pp | 418.37%-415.3pp |
| Employer contribution / active EE | $2,000 | $5,620-64.4% | $4,952-59.6% | $4,742-57.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,587 | $18,096-41.5% | $14,679-27.9% | $11,431-7.4% |