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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 | $33,633 | $72,071-53.3% | $68,368-50.8% | $137,256-75.5% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 15.83% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,721 | $2,788+69.3% | $2,649+78.2% | $4,156+13.6% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $502 | $5,336-90.6% | $5,150-90.3% | $12,270-95.9% |