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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 | $51,134 | $57,590-11.2% | $86,233-40.7% | $82,448-38.0% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.0%+20.6pp | 68.1%+21.6pp |
| Annual return | 272.86% | 22.41%+250.4pp | 61.39%+211.5pp | 41.64%+231.2pp |
| Employer contribution / active EE | $8,779 | $1,655+430.3% | $2,504+250.5% | $2,551+244.1% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,014 | $4,730-36.3% | $8,342-63.9% | $7,234-58.3% |