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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 | $45,126-2.9% | $85,187-48.6% | $74,459-41.2% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | 60.32% | 26.30%+34.0pp | 66.67%-6.3pp | 1369.70%-1309.4pp |
| Employer contribution / active EE | $6,344 | $1,460+334.5% | $2,732+132.2% | $2,626+141.6% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,651 | $2,212-25.3% | $6,162-73.2% | $1,945-15.1% |