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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 | $50,695 | $90,614-44.1% | $76,089-33.4% | $145,877-65.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 9.07% | 623.80%-614.7pp | 360.94%-351.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,597 | $3,324+98.5% | $2,690+145.2% | $4,663+41.5% |
| Participant deferral / active EE | $644 | $5,168-87.5% | $4,259-84.9% | $6,691-90.4% |
| Admin fee / account holder | $1,292 | $8,376-84.6% | $6,418-79.9% | $13,402-90.4% |