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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 | $39,953 | $58,828-32.1% | $78,002-48.8% | $62,881-36.5% |
| Participation rate | 98.3% | 71.1%+27.2pp | 75.5%+22.8pp | 69.3%+29.0pp |
| Annual return | 10.51% | 17.16%-6.6pp | 425.99%-415.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $5,665 | $1,672+238.9% | $2,470+129.4% | $2,281+148.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,724 | $4,393-60.8% | $5,481-68.5% | $4,296-59.9% |