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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 | $62,077 | $93,617-33.7% | $135,982-54.3% | $75,177-17.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.63% | 30.89%-5.3pp | 68.32%-42.7pp | 160.75%-135.1pp |
| Employer contribution / active EE | $8,542 | $3,538+141.4% | $4,859+75.8% | $2,671+219.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,449 | $6,980-79.2% | $10,767-86.5% | $5,651-74.4% |