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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 | $28,061 | $73,421-61.8% | $66,439-57.8% | $155,188-81.9% |
| Participation rate | 86.7% | 79.7%+7.0pp | 74.5%+12.2pp | 80.8%+5.9pp |
| Annual return | 19.57% | 1382.37%-1362.8pp | 757.66%-738.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,941 | $3,039-3.2% | $2,637+11.5% | $4,248-30.8% |
| Participant deferral / active EE | $337 | $4,680-92.8% | $3,876-91.3% | $6,531-94.8% |
| Admin fee / account holder | $3,931 | $8,856-55.6% | $6,173-36.3% | $14,480-72.9% |