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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 | $21,879 | $57,350-61.9% | $83,850-73.9% | $64,181-65.9% |
| Participation rate | 95.7% | 68.6%+27.1pp | 76.1%+19.6pp | 69.6%+26.1pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.92%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $9,396 | $2,545+269.1% | $3,631+158.8% | $2,381+294.7% |
| Participant deferral / active EE | $389 | $2,993-87.0% | $4,082-90.5% | $3,470-88.8% |
| Admin fee / account holder | $1,770 | $4,046-56.3% | $5,478-67.7% | $4,887-63.8% |