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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 | $27,295 | $138,075-80.2% | $123,552-77.9% | $135,379-79.8% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 1.19% | 153.70%-152.5pp | 119.20%-118.0pp | 519.79%-518.6pp |
| Employer contribution / active EE | $2,543 | $5,152-50.6% | $4,628-45.0% | $4,779-46.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,176 | $10,917-89.2% | $9,285-87.3% | $10,828-89.1% |