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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 | $58,854 | $95,979-38.7% | $74,551-21.1% | $135,380-56.5% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 8.25% | 56.97%-48.7pp | 32.53%-24.3pp | 519.81%-511.6pp |
| Employer contribution / active EE | $3,182 | $2,716+17.1% | $1,961+62.3% | $4,779-33.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $428 | $6,522-93.4% | $5,059-91.5% | $10,828-96.0% |