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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 | $26,094 | $77,920-66.5% | $149,723-82.6% | $75,177-65.3% |
| Participation rate | 98.8% | 65.6%+33.2pp | 78.8%+20.0pp | 67.2%+31.6pp |
| Annual return | 14.90% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $2,654 | $3,138-15.4% | $4,821-45.0% | $2,671-0.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,122 | $5,951-64.3% | $13,215-83.9% | $5,651-62.5% |