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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 | $39,428 | $53,128-25.8% | $86,582-54.5% | $70,126-43.8% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 14.81% | 27.66%-12.8pp | 965.08%-950.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $5,854 | $2,068+183.1% | $2,839+106.2% | $2,343+149.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,290 | $3,584-36.1% | $4,904-53.3% | $4,645-50.7% |