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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 | $23,269 | $53,127-56.2% | $86,597-73.1% | $70,131-66.8% |
| Participation rate | 89.2% | 65.3%+23.9pp | 73.5%+15.7pp | 69.5%+19.7pp |
| Annual return | 19.85% | 27.66%-7.8pp | 964.96%-945.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,730 | $2,068-16.4% | $2,840-39.1% | $2,342-26.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $851 | $3,585-76.3% | $4,906-82.7% | $4,645-81.7% |