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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 | $39,196 | $65,364-40.0% | $92,909-57.8% | $72,975-46.3% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.0%+22.4pp | 69.5%+28.9pp |
| Annual return | 788.43% | 42.11%+746.3pp | 109.44%+679.0pp | 81.01%+707.4pp |
| Employer contribution / active EE | $6,296 | $2,594+142.7% | $3,653+72.3% | $2,440+158.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $825 | $4,251-80.6% | $5,795-85.8% | $5,124-83.9% |