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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 | $25,617 | $85,171-69.9% | $172,753-85.2% | $72,976-64.9% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 71.70% | 27.32%+44.4pp | 803.00%-731.3pp | 81.02%-9.3pp |
| Employer contribution / active EE | $1,037 | $3,324-68.8% | $5,144-79.8% | $2,440-57.5% |
| Participant deferral / active EE | $707 | $3,260-78.3% | $5,198-86.4% | $3,608-80.4% |
| Admin fee / account holder | $2,065 | $5,880-64.9% | $13,956-85.2% | $5,124-59.7% |