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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 | $41,511 | $58,311-28.8% | $81,882-49.3% | $80,959-48.7% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 11.18% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,153 | $2,347+77.0% | $2,916+42.4% | $2,757+50.6% |
| Participant deferral / active EE | $433 | $3,287-86.8% | $4,323-90.0% | $4,300-89.9% |
| Admin fee / account holder | $16,306 | $4,752+243.1% | $7,360+121.6% | $6,925+135.5% |