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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 | $16,389 | $52,279-68.7% | $89,435-81.7% | $79,856-79.5% |
| Participation rate | 98.4% | 57.5%+40.8pp | 68.0%+30.4pp | 69.6%+28.7pp |
| Annual return | 14.61% | 22.16%-7.6pp | 245.55%-230.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $7,078 | $1,572+350.4% | $2,587+173.6% | $2,471+186.4% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,935 | $3,356-42.3% | $4,884-60.4% | $5,306-63.5% |