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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 | $31,059 | $48,364-35.8% | $71,796-56.7% | $62,881-50.6% |
| Participation rate | 97.0% | 60.6%+36.3pp | 69.1%+27.9pp | 69.3%+27.7pp |
| Annual return | 6.23% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,081 | $1,042+291.7% | $1,924+112.1% | $2,281+78.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $496 | $3,771-86.8% | $4,815-89.7% | $4,296-88.5% |