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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 | $53,575 | $72,426-26.0% | $67,560-20.7% | $145,897-63.3% |
| Participation rate | 94.7% | 76.9%+17.8pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 10.32% | 7226.78%-7216.5pp | 3533.50%-3523.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,423 | $3,074+43.9% | $2,737+61.6% | $4,663-5.1% |
| Participant deferral / active EE | $95 | $4,785-98.0% | $4,004-97.6% | $6,689-98.6% |
| Admin fee / account holder | $21,956 | $5,514+298.2% | $3,994+449.7% | $13,390+64.0% |