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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 | $47,496 | $121,701-61.0% | $104,639-54.6% | $158,982-70.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.38% | 465.72%-451.3pp | 340.67%-326.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,629 | $3,165-17.0% | $2,682-2.0% | $4,763-44.8% |
| Participant deferral / active EE | $399 | $4,176-90.4% | $3,738-89.3% | $5,983-93.3% |
| Admin fee / account holder | $365 | $7,778-95.3% | $6,465-94.4% | $11,252-96.8% |