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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 | $53,263 | $96,524-44.8% | $75,900-29.8% | $152,909-65.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.3%+26.0pp | 82.5%+12.8pp |
| Annual return | 15.76% | 33.93%-18.2pp | 30.73%-15.0pp | 345.46%-329.7pp |
| Employer contribution / active EE | $5,312 | $3,311+60.5% | $2,501+112.4% | $4,764+11.5% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,449 | $8,082-32.6% | $5,421+0.5% | $11,601-53.0% |