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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 | $39,532 | $49,199-19.6% | $121,210-67.4% | $75,177-47.4% |
| Participation rate | 94.5% | 55.4%+39.1pp | 69.5%+25.0pp | 67.2%+27.3pp |
| Annual return | 14.14% | 56.04%-41.9pp | 987.41%-973.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $460 | $1,547-70.3% | $4,171-89.0% | $2,671-82.8% |
| Participant deferral / active EE | $705 | $2,630-73.2% | $4,084-82.7% | $4,126-82.9% |
| Admin fee / account holder | $828 | $3,946-79.0% | $5,647-85.3% | $5,651-85.4% |