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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 | $30,083 | $58,275-48.4% | $81,844-63.2% | $80,935-62.8% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 19.96% | 41.82%-21.9pp | 778.87%-758.9pp | 35.66%-15.7pp |
| Employer contribution / active EE | $1,093 | $2,346-53.4% | $2,916-62.5% | $2,757-60.4% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $752 | $4,749-84.2% | $7,355-89.8% | $6,924-89.1% |