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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 | $43,139 | $99,652-56.7% | $78,778-45.2% | $147,586-70.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 11.16% | 47.28%-36.1pp | 35.62%-24.5pp | 578.59%-567.4pp |
| Employer contribution / active EE | $2,857 | $2,796+2.2% | $1,986+43.9% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,633 | $7,155-21.3% | $5,134+9.7% | $10,886-48.3% |