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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 | $26,996 | $58,234-53.6% | $81,783-67.0% | $80,874-66.6% |
| Participation rate | 85.4% | 63.4%+21.9pp | 72.4%+13.0pp | 67.6%+17.7pp |
| Annual return | 91672.10% | 41.70%+91630.4pp | 775.05%+90897.0pp | 35.62%+91636.5pp |
| Employer contribution / active EE | $387 | $2,341-83.5% | $2,913-86.7% | $2,756-86.0% |
| Participant deferral / active EE | $510 | $3,283-84.5% | $4,320-88.2% | $4,297-88.1% |
| Admin fee / account holder | $413 | $4,982-91.7% | $7,380-94.4% | $6,935-94.0% |