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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 | $38,292 | $102,638-62.7% | $81,982-53.3% | $158,982-75.9% |
| Participation rate | 77.8% | 75.5%+2.2pp | 69.3%+8.5pp | 82.0%-4.2pp |
| Annual return | 7.92% | 61.05%-53.1pp | 41.31%-33.4pp | 302.99%-295.1pp |
| Employer contribution / active EE | $3,600 | $3,241+11.1% | $2,498+44.1% | $4,763-24.4% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,189 | $8,237+145.1% | $5,665+256.4% | $11,252+79.4% |