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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 | $42,236 | $124,351-66.0% | $109,188-61.3% | $167,553-74.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 11.21% | 26.04%-14.8pp | 25.76%-14.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $8,923 | $4,210+112.0% | $3,723+139.7% | $4,840+84.4% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,528 | $7,975-68.3% | $6,755-62.6% | $12,316-79.5% |