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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 | $68,852-62.4% | $120,524-78.5% | $80,925-68.0% |
| Participation rate | 77.6% | 61.6%+16.0pp | 71.9%+5.7pp | 67.7%+10.0pp |
| Annual return | 499.55% | 23.67%+475.9pp | 107.36%+392.2pp | 35.65%+463.9pp |
| Employer contribution / active EE | $5,310 | $2,063+157.3% | $3,469+53.1% | $2,756+92.6% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,046 | $5,781-30.0% | $9,440-57.1% | $6,940-41.7% |