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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 | $35,869 | $60,128-40.3% | $90,440-60.3% | $79,852-55.1% |
| Participation rate | 94.5% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+24.9pp |
| Annual return | 14.85% | 71.95%-57.1pp | 1294.38%-1279.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $561 | $2,068-72.9% | $3,263-82.8% | $2,471-77.3% |
| Participant deferral / active EE | $519 | $2,939-82.3% | $3,964-86.9% | $3,740-86.1% |
| Admin fee / account holder | $1,477 | $3,977-62.9% | $5,615-73.7% | $5,306-72.2% |