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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 | $26,654 | $112,131-76.2% | $95,964-72.2% | $158,982-83.2% |
| Participation rate | 85.0% | 79.0%+6.0pp | 77.1%+7.9pp | 82.0%+3.0pp |
| Annual return | 9.89% | 171.19%-161.3pp | 91.64%-81.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,250 | $3,199-60.9% | $2,541-50.8% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,184 | $10,136-78.5% | $6,797-67.9% | $11,252-80.6% |