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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 | $22,685 | $118,708-80.9% | $98,920-77.1% | $158,982-85.7% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 14.86% | 372.49%-357.6pp | 196.47%-181.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,648 | $3,334-50.6% | $2,689-38.7% | $4,763-65.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,519 | $10,134-75.1% | $6,643-62.1% | $11,252-77.6% |