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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 | $48,114 | $100,203-52.0% | $85,240-43.6% | $145,897-67.0% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 11.79% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,333 | $3,242+2.8% | $2,735+21.9% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,477 | $7,265-65.9% | $6,165-59.8% | $13,390-81.5% |