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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 | $19,520 | $63,342-69.2% | $92,236-78.8% | $70,131-72.2% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.2pp |
| Annual return | 16.56% | 530.15%-513.6pp | 176.29%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $8,991 | $2,471+263.8% | $3,679+144.4% | $2,342+283.8% |
| Participant deferral / active EE | $154 | $2,854-94.6% | $3,897-96.0% | $3,332-95.4% |
| Admin fee / account holder | $1,023 | $3,840-73.4% | $5,194-80.3% | $4,645-78.0% |