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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 | $15,861 | $62,592-74.7% | $85,693-81.5% | $85,856-81.5% |
| Participation rate | 70.4% | 61.1%+9.2pp | 69.9%+0.5pp | 69.3%+1.1pp |
| Annual return | 12.56% | 23.77%-11.2pp | 21.49%-8.9pp | 318.58%-306.0pp |
| Employer contribution / active EE | $3,143 | $1,755+79.1% | $2,618+20.1% | $2,565+22.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,693 | $4,643-42.0% | $6,874-60.8% | $6,261-57.0% |