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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 | $28,265 | $75,962-62.8% | $154,108-81.7% | $64,173-56.0% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | 9.36% | 30.32%-21.0pp | 735.21%-725.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $2,212 | $3,350-34.0% | $5,298-58.2% | $2,381-7.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $466 | $5,589-91.7% | $13,411-96.5% | $4,887-90.5% |