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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 | $30,471 | $68,398-55.4% | $94,664-67.8% | $75,173-59.5% |
| Participation rate | 94.4% | 76.1%+18.4pp | 80.8%+13.6pp | 67.2%+27.2pp |
| Annual return | 18.33% | 616.72%-598.4pp | 156.84%-138.5pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,243 | $2,701-54.0% | $3,673-66.2% | $2,671-53.5% |
| Participant deferral / active EE | $2,664 | $6,537-59.2% | $7,417-64.1% | $4,126-35.4% |
| Admin fee / account holder | $400 | $5,324-92.5% | $7,222-94.5% | $5,651-92.9% |