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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 | $24,429 | $78,670-68.9% | $109,173-77.6% | $85,847-71.5% |
| Participation rate | 96.8% | 68.3%+28.5pp | 75.9%+20.9pp | 69.3%+27.5pp |
| Annual return | 298.70% | 25.09%+273.6pp | 25.75%+272.9pp | 318.61%-19.9pp |
| Employer contribution / active EE | $3,643 | $2,734+33.2% | $3,723-2.2% | $2,565+42.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $601 | $5,469-89.0% | $6,755-91.1% | $6,261-90.4% |