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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 | $21,036 | $45,566-53.8% | $64,105-67.2% | $59,633-64.7% |
| Participation rate | 97.6% | 60.2%+37.5pp | 68.2%+29.5pp | 68.7%+29.0pp |
| Annual return | 1.40% | 4.95%-3.5pp | 791.24%-789.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,765 | $934+88.9% | $1,820-3.0% | $2,203-19.9% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,329 | $3,268-28.7% | $4,499-48.2% | $4,297-45.8% |