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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 | $45,306 | $69,977-35.3% | $108,582-58.3% | $62,881-27.9% |
| Participation rate | 97.3% | 72.9%+24.4pp | 79.6%+17.7pp | 69.3%+28.0pp |
| Annual return | 152.02% | 10.73%+141.3pp | -51.70%+203.7pp | 20.14%+131.9pp |
| Employer contribution / active EE | $13,698 | $2,135+541.6% | $3,758+264.5% | $2,281+500.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,283 | $5,076-35.3% | $7,645-57.1% | $4,296-23.6% |