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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 | $56,452 | $115,796-51.2% | $101,264-44.3% | $158,950-64.5% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 7.91% | 56.15%-48.2pp | 46.48%-38.6pp | 302.91%-295.0pp |
| Employer contribution / active EE | $750 | $4,175-82.0% | $3,660-79.5% | $4,762-84.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $469 | $7,247-93.5% | $5,947-92.1% | $11,248-95.8% |