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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 | $28,635 | $107,363-73.3% | $92,909-69.2% | $152,897-81.3% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 19.88% | 145.63%-125.7pp | 109.44%-89.6pp | 345.43%-325.5pp |
| Employer contribution / active EE | $4,491 | $4,222+6.4% | $3,653+22.9% | $4,764-5.7% |
| Participant deferral / active EE | $846 | $4,848-82.6% | $4,238-80.0% | $5,851-85.5% |
| Admin fee / account holder | $12,257 | $7,082+73.1% | $5,795+111.5% | $11,599+5.7% |