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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 | $49,572 | $93,617-47.0% | $135,982-63.5% | $75,177-34.1% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 61.10% | 30.89%+30.2pp | 68.32%-7.2pp | 160.75%-99.6pp |
| Employer contribution / active EE | $4,894 | $3,538+38.3% | $4,859+0.7% | $2,671+83.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,112 | $6,980-84.1% | $10,767-89.7% | $5,651-80.3% |