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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 | $61,696 | $59,467+3.7% | $93,727-34.2% | $74,478-17.2% |
| Participation rate | 99.2% | 59.6%+39.5pp | 68.7%+30.4pp | 67.2%+31.9pp |
| Annual return | 13.85% | 82.14%-68.3pp | 133.83%-120.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,586 | $1,267+104.2% | $2,421+6.8% | $2,626-1.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7,974 | $3,028+163.3% | $8,292-3.8% | $1,946+309.8% |