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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 | $48,314 | $115,796-58.3% | $101,264-52.3% | $158,950-69.6% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 7.48% | 56.15%-48.7pp | 46.48%-39.0pp | 302.91%-295.4pp |
| Employer contribution / active EE | $10,066 | $4,175+141.1% | $3,660+175.0% | $4,762+111.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,986 | $7,247-58.8% | $5,947-49.8% | $11,248-73.5% |