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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 | $69,552 | $100,060-30.5% | $149,721-53.5% | $70,126-0.8% |
| Participation rate | 94.7% | 83.6%+11.2pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 14.16% | 27.46%-13.3pp | 1501.67%-1487.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $4,775 | $3,661+30.4% | $5,444-12.3% | $2,343+103.8% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,566 | $8,285-81.1% | $11,282-86.1% | $4,645-66.3% |