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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 | $48,822 | $100,060-51.2% | $149,721-67.4% | $70,126-30.4% |
| Participation rate | 91.6% | 83.6%+8.0pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 24.17% | 27.46%-3.3pp | 1501.67%-1477.5pp | 73.15%-49.0pp |
| Employer contribution / active EE | $5,483 | $3,661+49.8% | $5,444+0.7% | $2,343+134.1% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $971 | $8,285-88.3% | $11,282-91.4% | $4,645-79.1% |