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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 | $47,143 | $89,370-47.2% | $141,197-66.6% | $72,976-35.4% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 52.07% | 111.88%-59.8pp | 71.41%-19.3pp | 81.02%-28.9pp |
| Employer contribution / active EE | $1,590 | $3,115-49.0% | $4,736-66.4% | $2,440-34.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $685 | $5,957-88.5% | $10,265-93.3% | $5,124-86.6% |