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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 | $44,354 | $109,872-59.6% | $98,483-55.0% | $167,536-73.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 18.19% | 1959.31%-1941.1pp | 1494.38%-1476.2pp | 478.82%-460.6pp |
| Employer contribution / active EE | $872 | $3,225-72.9% | $2,961-70.5% | $4,839-82.0% |
| Participant deferral / active EE | $244 | $4,673-94.8% | $4,276-94.3% | $6,342-96.1% |
| Admin fee / account holder | $764 | $6,757-88.7% | $5,953-87.2% | $12,315-93.8% |