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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 | $25,913 | $68,573-62.2% | $120,368-78.5% | $80,874-68.0% |
| Participation rate | 77.6% | 61.6%+16.1pp | 71.9%+5.7pp | 67.6%+10.0pp |
| Annual return | 499.55% | 23.61%+475.9pp | 107.26%+392.3pp | 35.62%+463.9pp |
| Employer contribution / active EE | $5,310 | $2,052+158.8% | $3,465+53.3% | $2,756+92.7% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,046 | $5,734-29.4% | $9,429-57.1% | $6,935-41.7% |