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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 | $34,616 | $73,546-52.9% | $63,018-45.1% | $147,586-76.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.70% | 175.56%-161.9pp | 87.62%-73.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $3,574 | $3,324+7.5% | $2,761+29.5% | $4,876-26.7% |
| Participant deferral / active EE | $330 | $4,185-92.1% | $3,330-90.1% | $5,439-93.9% |
| Admin fee / account holder | $3,482 | $5,956-41.5% | $3,601-3.3% | $10,886-68.0% |