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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 | $31,436 | $63,346-50.4% | $92,239-65.9% | $70,124-55.2% |
| Participation rate | 89.2% | 68.7%+20.5pp | 76.5%+12.7pp | 69.5%+19.6pp |
| Annual return | 14.86% | 530.19%-515.3pp | 176.29%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,027 | $2,471-18.0% | $3,680-44.9% | $2,342-13.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,333 | $3,841-65.3% | $5,194-74.3% | $4,645-71.3% |