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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 | $21,321 | $85,171-75.0% | $172,753-87.7% | $72,976-70.8% |
| Participation rate | 98.9% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.5pp |
| Annual return | 24.78% | 27.32%-2.5pp | 803.00%-778.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $2,063 | $3,324-37.9% | $5,144-59.9% | $2,440-15.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,532 | $5,880-73.9% | $13,956-89.0% | $5,124-70.1% |