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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 | $18,519 | $91,179-79.7% | $178,499-89.6% | $79,852-76.8% |
| Participation rate | 86.3% | 69.2%+17.1pp | 81.9%+4.3pp | 69.6%+16.6pp |
| Annual return | 10.87% | 24.19%-13.3pp | 151.10%-140.2pp | 31.72%-20.9pp |
| Employer contribution / active EE | $3,082 | $3,256-5.3% | $5,011-38.5% | $2,471+24.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,501 | $6,749-62.9% | $13,986-82.1% | $5,306-52.9% |