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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 | $62,493 | $124,314-49.7% | $109,163-42.8% | $167,518-62.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 37.90% | 26.04%+11.9pp | 25.75%+12.1pp | 478.71%-440.8pp |
| Employer contribution / active EE | $3,750 | $4,209-10.9% | $3,723+0.7% | $4,838-22.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $448 | $7,973-94.4% | $6,754-93.4% | $12,312-96.4% |