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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 | $29,014 | $75,962-61.8% | $154,111-81.2% | $64,173-54.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | 5.28% | 30.32%-25.0pp | 735.18%-729.9pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,118 | $3,350-36.8% | $5,298-60.0% | $2,381-11.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,262 | $5,589-41.6% | $13,411-75.7% | $4,887-33.3% |