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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 | $46,723 | $167,030-72.0% | $135,768-65.6% | $155,188-69.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 12.97% | 678.39%-665.4pp | 526.10%-513.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,000 | $4,132-51.6% | $3,394-41.1% | $4,248-52.9% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $401 | $8,172-95.1% | $7,048-94.3% | $14,480-97.2% |