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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 | $40,484 | $95,415-57.6% | $185,851-78.2% | $85,851-52.8% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.3pp |
| Annual return | 28.34% | 23.59%+4.8pp | 122.11%-93.8pp | 318.63%-290.3pp |
| Employer contribution / active EE | $2,388 | $3,314-27.9% | $5,168-53.8% | $2,565-6.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,567 | $7,215-78.3% | $16,245-90.4% | $6,261-75.0% |