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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 | $26,485 | $90,606-70.8% | $79,466-66.7% | $135,379-80.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 2.13% | 977.69%-975.6pp | 718.28%-716.2pp | 519.79%-517.7pp |
| Employer contribution / active EE | $2,613 | $3,068-14.8% | $2,800-6.7% | $4,779-45.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,818 | $5,895-69.2% | $5,104-64.4% | $10,828-83.2% |