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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 | $30,387 | $51,638-41.2% | $68,368-55.6% | $82,448-63.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 19.33% | 37.53%-18.2pp | 292.57%-273.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,681 | $2,047+79.9% | $2,649+39.0% | $2,551+44.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $630 | $4,643-86.4% | $5,150-87.8% | $7,234-91.3% |