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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 | $38,972 | $48,274-19.3% | $63,244-38.4% | $59,633-34.6% |
| Participation rate | 98.8% | 66.3%+32.4pp | 71.0%+27.7pp | 68.7%+30.1pp |
| Annual return | 16.61% | -240.79%+257.4pp | -70.31%+86.9pp | 2041.45%-2024.8pp |
| Employer contribution / active EE | $3,715 | $1,586+134.2% | $2,322+60.0% | $2,203+68.6% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $699 | $3,600-80.6% | $5,893-88.1% | $4,297-83.7% |