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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 | $27,254 | $46,596-41.5% | $64,099-57.5% | $75,181-63.7% |
| Participation rate | 98.1% | 65.9%+32.1pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 16.68% | 26.04%-9.4pp | 33.70%-17.0pp | 160.69%-144.0pp |
| Employer contribution / active EE | $3,191 | $1,975+61.6% | $2,748+16.1% | $2,671+19.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,029 | $2,954-31.3% | $3,070-33.9% | $5,650-64.1% |