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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 | $34,883 | $77,817-55.2% | $123,553-71.8% | $64,173-45.6% |
| Participation rate | 97.3% | 74.7%+22.5pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | 52.82% | 12.49%+40.3pp | 119.21%-66.4pp | 7.63%+45.2pp |
| Employer contribution / active EE | $2,117 | $3,014-29.8% | $4,628-54.3% | $2,381-11.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $639 | $5,519-88.4% | $9,284-93.1% | $4,887-86.9% |