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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 | $21,472 | $114,093-81.2% | $96,171-77.7% | $167,536-87.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 68.4%+26.6pp | 82.1%+12.9pp |
| Annual return | 19.31% | 190.00%-170.7pp | 192.04%-172.7pp | 478.82%-459.5pp |
| Employer contribution / active EE | $2,867 | $3,429-16.4% | $2,799+2.4% | $4,839-40.8% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,505 | $6,899-5.7% | $5,538+17.4% | $12,315-47.2% |