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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 | $58,241-48.3% | $81,780-63.2% | $80,911-62.8% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 19.96% | 41.73%-21.8pp | 776.27%-756.3pp | 35.63%-15.7pp |
| Employer contribution / active EE | $1,093 | $2,343-53.4% | $2,914-62.5% | $2,756-60.3% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $752 | $4,973-84.9% | $7,384-89.8% | $6,935-89.1% |