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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 | $32,432 | $68,097-52.4% | $62,929-48.5% | $137,256-76.4% |
| Participation rate | 95.8% | 77.4%+18.4pp | 73.1%+22.7pp | 80.0%+15.9pp |
| Annual return | 12.93% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,913 | $2,811-31.9% | $2,505-23.6% | $4,156-54.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,302 | $6,521-34.0% | $5,065-15.0% | $12,270-64.9% |