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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 | $54,764 | $98,776-44.6% | $149,745-63.4% | $79,856-31.4% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 35.95% | 27.38%+8.6pp | 276.72%-240.8pp | 31.71%+4.2pp |
| Employer contribution / active EE | $4,426 | $3,217+37.6% | $4,646-4.7% | $2,471+79.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,906 | $6,053-68.5% | $9,312-79.5% | $5,306-64.1% |