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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 | $27,248 | $77,638-64.9% | $156,551-82.6% | $62,881-56.7% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 5.39% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,917 | $3,444-44.3% | $5,501-65.2% | $2,281-16.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,281 | $5,561-59.0% | $13,028-82.5% | $4,296-46.9% |