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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 | $63,580 | $75,962-16.3% | $154,108-58.7% | $64,173-0.9% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | 45.86% | 30.32%+15.5pp | 735.21%-689.3pp | 7.63%+38.2pp |
| Employer contribution / active EE | $3,563 | $3,350+6.3% | $5,298-32.8% | $2,381+49.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,359 | $5,589-39.9% | $13,411-75.0% | $4,887-31.3% |