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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 | $40,610 | $48,327-16.0% | $67,575-39.9% | $80,935-49.8% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.7%+30.1pp |
| Annual return | 13.06% | 18.31%-5.2pp | 3528.98%-3515.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $6,375 | $2,022+215.2% | $2,736+133.1% | $2,757+131.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,363 | $3,692-36.0% | $3,993-40.8% | $6,924-65.9% |