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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 | $50,603 | $88,815-43.0% | $81,882-38.2% | $145,897-65.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 20.61% | 1033.75%-1013.1pp | 779.47%-758.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $942 | $3,086-69.5% | $2,916-67.7% | $4,663-79.8% |
| Participant deferral / active EE | $190 | $4,647-95.9% | $4,323-95.6% | $6,689-97.2% |
| Admin fee / account holder | $542 | $8,434-93.6% | $7,360-92.6% | $13,390-96.0% |