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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 | $42,312 | $52,279-19.1% | $89,435-52.7% | $79,856-47.0% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 12.39% | 22.16%-9.8pp | 245.55%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $7,983 | $1,572+408.0% | $2,587+208.6% | $2,471+223.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,485 | $3,356+33.6% | $4,884-8.2% | $5,306-15.5% |