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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 | $39,747 | $53,128-25.2% | $86,582-54.1% | $70,126-43.3% |
| Participation rate | 95.7% | 65.3%+30.4pp | 73.5%+22.2pp | 69.5%+26.2pp |
| Annual return | 17.86% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $7,086 | $2,068+242.6% | $2,839+149.5% | $2,343+202.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,350 | $3,584-6.5% | $4,904-31.7% | $4,645-27.9% |