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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 | $89,259-65.3% | $107,187-71.1% | $82,637-62.5% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 13.22% | 21.02%-7.8pp | 204.55%-191.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $3,517 | $3,080+14.2% | $3,782-7.0% | $2,552+37.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,885 | $7,381-47.4% | $9,162-57.6% | $7,339-47.1% |