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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 | $73,518-52.9% | $63,003-45.1% | $147,585-76.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.70% | 175.46%-161.8pp | 87.59%-73.9pp | 578.56%-564.9pp |
| Employer contribution / active EE | $3,574 | $3,322+7.6% | $2,760+29.5% | $4,876-26.7% |
| Participant deferral / active EE | $330 | $4,183-92.1% | $3,329-90.1% | $5,439-93.9% |
| Admin fee / account holder | $3,482 | $5,952-41.5% | $3,600-3.3% | $10,885-68.0% |