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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 | $36,121 | $95,383-62.1% | $185,837-80.6% | $85,856-57.9% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 20.50% | 23.59%-3.1pp | 122.08%-101.6pp | 318.58%-298.1pp |
| Employer contribution / active EE | $1,518 | $3,313-54.2% | $5,168-70.6% | $2,565-40.8% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,981 | $7,213-72.5% | $16,241-87.8% | $6,261-68.4% |