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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 | $57,399 | $100,805-43.1% | $86,698-33.8% | $134,532-57.3% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | 15.31% | 29.09%-13.8pp | 35.95%-20.6pp | 418.27%-403.0pp |
| Employer contribution / active EE | $5,000 | $3,490+43.3% | $2,837+76.3% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,057 | $10,925-81.2% | $7,493-72.6% | $11,429-82.0% |