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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 | $31,516 | $63,346-50.2% | $92,240-65.8% | $70,126-55.1% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 18.78% | 530.19%-511.4pp | 176.29%-157.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,355 | $2,471-45.2% | $3,680-63.2% | $2,343-42.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,450 | $3,841-10.2% | $5,194-33.6% | $4,645-25.7% |