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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 | $22,753 | $98,240-76.8% | $82,312-72.4% | $147,586-84.6% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 16.19% | 30.85%-14.7pp | 25.88%-9.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,941 | $3,192-7.8% | $2,428+21.1% | $4,876-39.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $998 | $8,563-88.3% | $5,608-82.2% | $10,886-90.8% |