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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 | $42,000 | $77,817-46.0% | $123,553-66.0% | $64,173-34.6% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | 398.34% | 12.49%+385.9pp | 119.21%+279.1pp | 7.63%+390.7pp |
| Employer contribution / active EE | $2,132 | $3,014-29.2% | $4,628-53.9% | $2,381-10.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $546 | $5,519-90.1% | $9,284-94.1% | $4,887-88.8% |