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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 | $71,779 | $79,223-9.4% | $102,460-29.9% | $74,478-3.6% |
| Participation rate | 89.2% | 74.8%+14.5pp | 76.5%+12.7pp | 67.2%+22.0pp |
| Annual return | 13.01% | 54.98%-42.0pp | 29.47%-16.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $4,298 | $2,363+81.9% | $3,025+42.1% | $2,626+63.7% |
| Participant deferral / active EE | $2,034 | $4,417-53.9% | $5,056-59.8% | $4,350-53.2% |
| Admin fee / account holder | $1,682 | $2,003-16.1% | $9,460-82.2% | $1,946-13.6% |