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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 | $50,568 | $56,134-9.9% | $96,192-47.4% | $85,851-41.1% |
| Participation rate | 98.4% | 56.7%+41.7pp | 68.4%+30.0pp | 69.3%+29.1pp |
| Annual return | 13.21% | 42.30%-29.1pp | 192.09%-178.9pp | 318.63%-305.4pp |
| Employer contribution / active EE | $1,936 | $1,620+19.5% | $2,799-30.8% | $2,565-24.5% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $961 | $3,769-74.5% | $5,539-82.6% | $6,261-84.6% |