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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 | $30,954 | $96,731-68.0% | $123,973-75.0% | $86,983-64.4% |
| Participation rate | 80.8% | 70.0%+10.8pp | 76.7%+4.1pp | 69.5%+11.2pp |
| Annual return | 13.22% | 17.33%-4.1pp | 388.13%-374.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $3,517 | $3,297+6.7% | $4,126-14.7% | $2,584+36.1% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,885 | $8,722-55.5% | $11,799-67.1% | $7,856-50.5% |