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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 | $32,715 | $102,385-68.0% | $147,080-77.8% | $80,935-59.6% |
| Participation rate | 76.1% | 75.9%+0.2pp | 82.2%-6.1pp | 67.7%+8.4pp |
| Annual return | 25.02% | 135.09%-110.1pp | 420.17%-395.2pp | 35.66%-10.6pp |
| Employer contribution / active EE | $3,203 | $3,717-13.8% | $4,933-35.1% | $2,757+16.2% |
| Participant deferral / active EE | $2,425 | $6,651-63.5% | $8,066-69.9% | $4,299-43.6% |
| Admin fee / account holder | $5,933 | $7,951-25.4% | $12,989-54.3% | $6,924-14.3% |