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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 | $29,289 | $107,941-72.9% | $91,994-68.2% | $152,909-80.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.87% | 89.28%-73.4pp | 69.04%-53.2pp | 345.46%-329.6pp |
| Employer contribution / active EE | $3,303 | $4,212-21.6% | $3,453-4.3% | $4,764-30.7% |
| Participant deferral / active EE | $1,468 | $6,366-76.9% | $5,924-75.2% | $5,851-74.9% |
| Admin fee / account holder | $21,213 | $10,521+101.6% | $7,744+173.9% | $11,601+82.9% |