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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 | $16,381 | $64,311-74.5% | $57,356-71.4% | $125,389-86.9% |
| Participation rate | 86.7% | 78.6%+8.0pp | 75.1%+11.6pp | 83.2%+3.5pp |
| Annual return | 2.14% | 25.14%-23.0pp | 24.41%-22.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,600 | $3,193-49.9% | $2,689-40.5% | $4,866-67.1% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $856 | $5,243-83.7% | $3,357-74.5% | $9,541-91.0% |