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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 | $41,755 | $98,776-57.7% | $149,745-72.1% | $79,856-47.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+24.9pp |
| Annual return | 35.62% | 27.38%+8.2pp | 276.72%-241.1pp | 31.71%+3.9pp |
| Employer contribution / active EE | $1,590 | $3,217-50.6% | $4,646-65.8% | $2,471-35.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $790 | $6,053-86.9% | $9,312-91.5% | $5,306-85.1% |