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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 | $40,810 | $99,009-58.8% | $86,581-52.9% | $147,585-72.3% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 9.85% | 1312.70%-1302.8pp | 965.06%-955.2pp | 578.58%-568.7pp |
| Employer contribution / active EE | $6,932 | $3,132+121.3% | $2,840+144.1% | $4,876+42.2% |
| Participant deferral / active EE | $183 | $3,972-95.4% | $3,609-94.9% | $5,439-96.6% |
| Admin fee / account holder | $864 | $5,709-84.9% | $4,904-82.4% | $10,886-92.1% |