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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 | $15,411 | $75,832-79.7% | $147,617-89.6% | $59,633-74.2% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | 39.27% | 0.37%+38.9pp | 61.98%-22.7pp | 2041.45%-2002.2pp |
| Employer contribution / active EE | $3,860 | $3,485+10.8% | $5,564-30.6% | $2,203+75.2% |
| Participant deferral / active EE | $742 | $3,131-76.3% | $4,895-84.8% | $3,192-76.7% |
| Admin fee / account holder | $853 | $5,986-85.8% | $11,612-92.7% | $4,297-80.2% |