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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 | $31,837 | $63,346-49.7% | $92,240-65.5% | $70,126-54.6% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 13.77% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $3,720 | $2,471+50.5% | $3,680+1.1% | $2,343+58.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $301 | $3,841-92.2% | $5,194-94.2% | $4,645-93.5% |