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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 | $40,568 | $58,311-30.4% | $81,882-50.5% | $80,959-49.9% |
| Participation rate | 98.0% | 63.5%+34.6pp | 72.4%+25.7pp | 67.7%+30.4pp |
| Annual return | 24.54% | 41.85%-17.3pp | 779.47%-754.9pp | 35.67%-11.1pp |
| Employer contribution / active EE | $3,069 | $2,347+30.8% | $2,916+5.3% | $2,757+11.3% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $660 | $4,752-86.1% | $7,360-91.0% | $6,925-90.5% |