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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 | $81,606 | $88,672-8.0% | $105,223-22.4% | $82,448-1.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 45.15% | 30.86%+14.3pp | 180.65%-135.5pp | 41.64%+3.5pp |
| Employer contribution / active EE | $6,848 | $3,048+124.7% | $3,689+85.7% | $2,551+168.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,357 | $7,146-53.0% | $8,859-62.1% | $7,234-53.6% |