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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 | $39,682 | $49,976-20.6% | $66,674-40.5% | $82,637-52.0% |
| Participation rate | 92.6% | 63.1%+29.5pp | 73.7%+18.9pp | 68.1%+24.5pp |
| Annual return | 15.31% | 39.09%-23.8pp | 321.24%-305.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $3,362 | $1,988+69.1% | $2,620+28.3% | $2,552+31.7% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $798 | $4,594-82.6% | $5,098-84.3% | $7,339-89.1% |