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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 | $51,638-23.2% | $68,368-42.0% | $82,448-51.9% |
| Participation rate | 92.6% | 63.6%+29.0pp | 73.8%+18.8pp | 68.1%+24.5pp |
| Annual return | 15.31% | 37.53%-22.2pp | 292.57%-277.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,362 | $2,047+64.3% | $2,649+26.9% | $2,551+31.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $798 | $4,643-82.8% | $5,150-84.5% | $7,234-89.0% |