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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 | $31,617 | $105,200-69.9% | $159,474-80.2% | $85,847-63.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 75.48% | 45.08%+30.4pp | 263.68%-188.2pp | 318.61%-243.1pp |
| Employer contribution / active EE | $1,747 | $3,319-47.4% | $4,831-63.8% | $2,565-31.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $442 | $6,934-93.6% | $10,802-95.9% | $6,261-92.9% |