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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 | $88,778-43.0% | $81,844-38.2% | $145,884-65.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 20.61% | 1033.03%-1012.4pp | 778.87%-758.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $942 | $3,087-69.5% | $2,916-67.7% | $4,662-79.8% |
| Participant deferral / active EE | $190 | $4,648-95.9% | $4,323-95.6% | $6,690-97.2% |
| Admin fee / account holder | $542 | $8,430-93.6% | $7,355-92.6% | $13,392-96.0% |