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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 | $15,483 | $58,241-73.4% | $81,780-81.1% | $80,911-80.9% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.4%+24.7pp | 67.6%+29.4pp |
| Annual return | 14.52% | 41.73%-27.2pp | 776.27%-761.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,785 | $2,343+18.8% | $2,914-4.4% | $2,756+1.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,196 | $4,973-55.8% | $7,384-70.3% | $6,935-68.3% |