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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 | $58,625 | $49,177+19.2% | $79,466-26.2% | $64,173-8.6% |
| Participation rate | 98.5% | 65.0%+33.4pp | 73.3%+25.1pp | 69.6%+28.9pp |
| Annual return | -1.54% | -1.16%-0.4pp | 718.28%-719.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,384 | $2,076+14.8% | $2,800-14.8% | $2,381+0.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $867 | $3,839-77.4% | $5,104-83.0% | $4,887-82.3% |