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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 | $38,255 | $83,337-54.1% | $67,834-43.6% | $273,972-86.0% |
| Participation rate | 95.8% | 76.4%+19.4pp | 68.8%+27.0pp | 83.0%+12.8pp |
| Annual return | 8.26% | 259.45%-251.2pp | 138.47%-130.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,083 | $3,287-36.6% | $2,403-13.3% | $4,869-57.2% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $941 | $6,752-86.1% | $4,622-79.6% | $10,133-90.7% |