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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 | $68,243 | $78,705-13.3% | $117,857-42.1% | $70,131-2.7% |
| Participation rate | 98.2% | 73.2%+25.0pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 13.97% | 23.30%-9.3pp | 335.09%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,291 | $2,223-41.9% | $3,786-65.9% | $2,342-44.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $520 | $5,065-89.7% | $8,020-93.5% | $4,645-88.8% |