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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 | $33,014 | $77,817-57.6% | $123,553-73.3% | $64,173-48.6% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | 61.07% | 12.49%+48.6pp | 119.21%-58.1pp | 7.63%+53.4pp |
| Employer contribution / active EE | $5,378 | $3,014+78.4% | $4,628+16.2% | $2,381+125.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,337 | $5,519-75.8% | $9,284-85.6% | $4,887-72.6% |