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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 | $19,288 | $72,071-73.2% | $68,368-71.8% | $137,256-85.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 14.14% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,950 | $2,788+77.5% | $2,649+86.9% | $4,156+19.1% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,102 | $5,336-79.3% | $5,150-78.6% | $12,270-91.0% |