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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 | $42,045 | $117,846-64.3% | $102,434-59.0% | $145,884-71.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 16.92% | 31.90%-15.0pp | 29.46%-12.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $6,893 | $3,615+90.7% | $3,023+128.0% | $4,662+47.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,133 | $13,356-91.5% | $9,462-88.0% | $13,392-91.5% |