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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 | $33,386 | $58,391-42.8% | $76,657-56.4% | $72,975-54.2% |
| Participation rate | 92.9% | 67.4%+25.5pp | 72.1%+20.8pp | 69.5%+23.4pp |
| Annual return | 19.80% | 2306.65%-2286.8pp | 1166.74%-1146.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $3,571 | $1,787+99.9% | $2,303+55.1% | $2,440+46.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,573 | $4,014-60.8% | $6,423-75.5% | $5,124-69.3% |