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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 | $48,815 | $68,097-28.3% | $62,929-22.4% | $137,256-64.4% |
| Participation rate | 95.0% | 77.4%+17.6pp | 73.1%+21.9pp | 80.0%+15.0pp |
| Annual return | 13.06% | 1859.11%-1846.0pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,241 | $2,811+50.9% | $2,505+69.3% | $4,156+2.0% |
| Participant deferral / active EE | $90 | $4,553-98.0% | $3,888-97.7% | $6,407-98.6% |
| Admin fee / account holder | $12,573 | $6,521+92.8% | $5,065+148.3% | $12,270+2.5% |