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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 | $13,732 | $87,016-84.2% | $63,244-78.3% | $125,389-89.0% |
| Participation rate | 94.4% | 77.1%+17.4pp | 71.0%+23.4pp | 83.2%+11.3pp |
| Annual return | 1.43% | 21.71%-20.3pp | -70.31%+71.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $3,043 | $3,601-15.5% | $2,322+31.0% | $4,866-37.5% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,740 | $11,954-85.4% | $5,893-70.5% | $9,541-81.8% |