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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 | $43,985 | $109,830-60.0% | $98,452-55.3% | $167,497-73.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 11.49% | 1957.04%-1945.6pp | 1492.96%-1481.5pp | 478.62%-467.1pp |
| Employer contribution / active EE | $1,644 | $3,224-49.0% | $2,960-44.5% | $4,838-66.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $8,679 | $6,751+28.6% | $5,948+45.9% | $12,310-29.5% |