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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 | $58,275-28.8% | $81,844-49.3% | $80,935-48.7% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 11.18% | 41.82%-30.6pp | 778.87%-767.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $4,153 | $2,346+77.0% | $2,916+42.4% | $2,757+50.7% |
| Participant deferral / active EE | $433 | $3,285-86.8% | $4,323-90.0% | $4,299-89.9% |
| Admin fee / account holder | $16,306 | $4,749+243.4% | $7,355+121.7% | $6,924+135.5% |