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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 | $53,957 | $39,028+38.3% | $80,741-33.2% | $85,847-37.1% |
| Participation rate | 97.6% | 41.6%+56.1pp | 54.2%+43.5pp | 69.3%+28.3pp |
| Annual return | 38.62% | 26.31%+12.3pp | 87.30%-48.7pp | 318.61%-280.0pp |
| Employer contribution / active EE | $1,190 | $722+64.8% | $1,160+2.6% | $2,565-53.6% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,852 | $2,429+58.6% | $3,380+13.9% | $6,261-38.5% |