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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 | $43,813 | $45,119-2.9% | $85,126-48.5% | $74,429-41.1% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | 60.32% | 26.28%+34.0pp | 66.63%-6.3pp | 1368.38%-1308.1pp |
| Employer contribution / active EE | $6,344 | $1,460+334.4% | $2,731+132.3% | $2,625+141.7% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,651 | $2,214-25.4% | $6,160-73.2% | $1,944-15.1% |