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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 | $52,767 | $47,479+11.1% | $62,929-16.1% | $82,448-36.0% |
| Participation rate | 79.2% | 66.9%+12.3pp | 73.1%+6.1pp | 68.1%+11.1pp |
| Annual return | 17.79% | 20.34%-2.6pp | 1063.93%-1046.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $9,005 | $1,885+377.6% | $2,505+259.6% | $2,551+253.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,005 | $3,804-73.6% | $5,065-80.2% | $7,234-86.1% |