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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 | $21,179 | $49,177-56.9% | $79,467-73.3% | $64,173-67.0% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,250 | $2,076+8.4% | $2,800-19.6% | $2,381-5.5% |
| Participant deferral / active EE | $70 | $2,821-97.5% | $3,704-98.1% | $3,470-98.0% |
| Admin fee / account holder | $4,732 | $3,839+23.3% | $5,104-7.3% | $4,887-3.2% |