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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 | $42,712 | $171,492-75.1% | $150,734-71.7% | $198,609-78.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 28.19% | 804.70%-776.5pp | 600.81%-572.6pp | 202.70%-174.5pp |
| Employer contribution / active EE | $7,319 | $5,470+33.8% | $4,918+48.8% | $5,055+44.8% |
| Participant deferral / active EE | $1,386 | $6,259-77.9% | $5,610-75.3% | $6,977-80.1% |
| Admin fee / account holder | $9,268 | $17,628-47.4% | $14,905-37.8% | $19,030-51.3% |