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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 | $21,436 | $91,179-76.5% | $178,499-88.0% | $79,852-73.2% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | 12.13% | 24.19%-12.1pp | 151.10%-139.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,020 | $3,256-68.7% | $5,011-79.7% | $2,471-58.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $792 | $6,749-88.3% | $13,986-94.3% | $5,306-85.1% |