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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 | $39,850 | $55,902-28.7% | $76,030-47.6% | $80,959-50.8% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.1%+28.9pp | 67.7%+30.3pp |
| Annual return | 14.95% | 20.59%-5.6pp | 361.54%-346.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,079 | $1,867+64.9% | $2,688+14.6% | $2,757+11.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,863 | $5,239-45.4% | $6,421-55.4% | $6,925-58.7% |