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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 | $61,891 | $91,559-32.4% | $133,978-53.8% | $79,856-22.5% |
| Participation rate | 98.2% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 47.97% | 61.85%-13.9pp | 45.10%+2.9pp | 31.71%+16.3pp |
| Employer contribution / active EE | $1,134 | $2,384-52.4% | $3,919-71.1% | $2,471-54.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $469 | $6,321-92.6% | $8,930-94.7% | $5,306-91.2% |