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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 | $33,952 | $80,992-58.1% | $96,534-64.8% | $75,173-54.8% |
| Participation rate | 96.8% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.6pp |
| Annual return | 79.30% | 27.05%+52.3pp | 25.88%+53.4pp | 160.72%-81.4pp |
| Employer contribution / active EE | $4,536 | $2,283+98.7% | $2,965+53.0% | $2,671+69.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,373 | $6,717-64.7% | $8,253-71.2% | $5,651-58.0% |