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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 | $23,436 | $56,134-58.3% | $96,192-75.6% | $85,851-72.7% |
| Participation rate | 98.4% | 56.7%+41.7pp | 68.4%+29.9pp | 69.3%+29.1pp |
| Annual return | 12.17% | 42.30%-30.1pp | 192.09%-179.9pp | 318.63%-306.5pp |
| Employer contribution / active EE | $6,663 | $1,620+311.3% | $2,799+138.0% | $2,565+159.7% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,456 | $3,769-61.4% | $5,539-73.7% | $6,261-76.7% |