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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 | $25,841 | $58,895-56.1% | $178,503-85.5% | $73,497-64.8% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 21.13% | 24.86%-3.7pp | 151.12%-130.0pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,052 | $2,236-8.2% | $5,011-59.0% | $2,270-9.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $606 | $400+51.3% | $13,987-95.7% | $513+18.1% |