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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 | $18,932 | $49,177-61.5% | $79,467-76.2% | $64,173-70.5% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | 4.15% | -1.16%+5.3pp | 718.30%-714.2pp | 7.63%-3.5pp |
| Employer contribution / active EE | $2,059 | $2,076-0.8% | $2,800-26.5% | $2,381-13.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,538 | $3,839-33.9% | $5,104-50.3% | $4,887-48.1% |