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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 | $27,073 | $60,128-55.0% | $90,440-70.1% | $79,852-66.1% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 10.48% | 71.95%-61.5pp | 1294.38%-1283.9pp | 31.72%-21.2pp |
| Employer contribution / active EE | $2,792 | $2,068+35.0% | $3,263-14.4% | $2,471+13.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,419 | $3,977-64.3% | $5,615-74.7% | $5,306-73.3% |