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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 | $31,329 | $91,198-65.6% | $178,503-82.4% | $79,856-60.8% |
| Participation rate | 86.8% | 69.2%+17.6pp | 81.9%+4.9pp | 69.6%+17.2pp |
| Annual return | 13.26% | 24.20%-10.9pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,615 | $3,257-50.4% | $5,011-67.8% | $2,471-34.6% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,146 | $6,748-83.0% | $13,987-91.8% | $5,306-78.4% |