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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 | $26,408 | $99,079-73.3% | $78,002-66.1% | $273,972-90.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 4.85% | 217.93%-213.1pp | 425.99%-421.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,045 | $3,308-68.4% | $2,470-57.7% | $4,869-78.5% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $368 | $8,954-95.9% | $5,481-93.3% | $10,133-96.4% |