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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 | $32,419 | $60,119-46.1% | $90,430-64.2% | $79,858-59.4% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 11.88% | 71.94%-60.1pp | 1293.73%-1281.8pp | 31.72%-19.8pp |
| Employer contribution / active EE | $2,292 | $2,068+10.9% | $3,262-29.7% | $2,471-7.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,693 | $3,976+93.5% | $5,613+37.0% | $5,306+45.0% |