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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 | $30,543 | $95,415-68.0% | $185,851-83.6% | $85,851-64.4% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 13.99% | 23.59%-9.6pp | 122.11%-108.1pp | 318.63%-304.6pp |
| Employer contribution / active EE | $2,542 | $3,314-23.3% | $5,168-50.8% | $2,565-0.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,582 | $7,215-36.5% | $16,245-71.8% | $6,261-26.8% |