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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 | $11,759 | $61,125-80.8% | $94,057-87.5% | $87,485-86.6% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.3%+23.2pp | 68.9%+27.6pp |
| Annual return | 14.81% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,025 | $2,136-52.0% | $2,933-65.1% | $2,596-60.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $534 | $5,629-90.5% | $7,244-92.6% | $7,775-93.1% |