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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 | $35,464 | $47,479-25.3% | $62,929-43.6% | $82,448-57.0% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 14.73% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,805 | $1,885+101.8% | $2,505+51.9% | $2,551+49.2% |
| Participant deferral / active EE | $44 | $2,870-98.5% | $3,888-98.9% | $4,139-98.9% |
| Admin fee / account holder | $825 | $3,804-78.3% | $5,065-83.7% | $7,234-88.6% |