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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 | $34,332 | $48,053-28.6% | $84,637-59.4% | $72,976-53.0% |
| Participation rate | 95.8% | 57.6%+38.2pp | 68.2%+27.5pp | 69.5%+26.3pp |
| Annual return | 20.25% | 37.39%-17.1pp | 258.82%-238.6pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,939 | $1,602+21.0% | $2,653-26.9% | $2,440-20.5% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $919 | $3,395-72.9% | $4,914-81.3% | $5,124-82.1% |