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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 | $37,904 | $84,527-55.2% | $67,711-44.0% | $125,393-69.8% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | 4.84% | 2.57%+2.3pp | 25.41%-20.6pp | 282.23%-277.4pp |
| Employer contribution / active EE | $3,454 | $3,292+4.9% | $2,559+35.0% | $4,866-29.0% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,351-100.0% |
| Admin fee / account holder | $322 | $5,340-94.0% | $4,255-92.4% | $9,541-96.6% |