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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 | $72,562 | $104,664-30.7% | $85,688-15.3% | $167,497-56.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 24.96% | 21.45%+3.5pp | 21.49%+3.5pp | 478.62%-453.7pp |
| Employer contribution / active EE | $2,818 | $3,337-15.5% | $2,618+7.6% | $4,838-41.7% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $21,905 | $10,032+118.3% | $6,873+218.7% | $12,310+77.9% |