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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 | $31,758 | $57,330-44.6% | $86,656-63.4% | $75,177-57.8% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 15.48% | 2675.40%-2659.9pp | 593.09%-577.6pp | 160.75%-145.3pp |
| Employer contribution / active EE | $2,343 | $2,316+1.1% | $3,025-22.6% | $2,671-12.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $390 | $4,115-90.5% | $5,619-93.1% | $5,651-93.1% |