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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 | $15,700 | $75,832-79.3% | $147,617-89.4% | $59,633-73.7% |
| Participation rate | 83.6% | 71.6%+12.0pp | 84.6%-1.0pp | 68.7%+14.9pp |
| Annual return | -0.41% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,754 | $3,485-49.7% | $5,564-68.5% | $2,203-20.4% |
| Participant deferral / active EE | $270 | $3,131-91.4% | $4,895-94.5% | $3,192-91.5% |
| Admin fee / account holder | $4,008 | $5,986-33.0% | $11,612-65.5% | $4,297-6.7% |