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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 | $41,411 | $53,837-23.1% | $75,714-45.3% | $85,847-51.8% |
| Participation rate | 97.1% | 69.1%+28.0pp | 74.8%+22.2pp | 69.3%+27.7pp |
| Annual return | 17.89% | 24.54%-6.7pp | 104.62%-86.7pp | 318.61%-300.7pp |
| Employer contribution / active EE | $10,702 | $2,017+430.5% | $2,744+290.1% | $2,565+317.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,344 | $3,339+60.0% | $3,619+47.7% | $6,261-14.6% |