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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 | $63,049 | $104,937-39.9% | $84,628-25.5% | $152,897-58.8% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.5%+13.0pp |
| Annual return | 17.66% | 373.88%-356.2pp | 258.80%-241.1pp | 345.43%-327.8pp |
| Employer contribution / active EE | $4,187 | $3,303+26.8% | $2,653+57.8% | $4,764-12.1% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,162 | $6,243-33.3% | $4,914-15.3% | $11,599-64.1% |