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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 | $36,835 | $91,179-59.6% | $178,499-79.4% | $79,852-53.9% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 14.82% | 24.19%-9.4pp | 151.10%-136.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,714 | $3,256-16.6% | $5,011-45.8% | $2,471+9.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,416 | $6,749-79.0% | $13,986-89.9% | $5,306-73.3% |