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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 | $27,462 | $112,933-75.7% | $90,970-69.8% | $158,982-82.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.79% | 215.82%-197.0pp | 134.60%-115.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,580 | $2,893-10.8% | $2,122+21.6% | $4,763-45.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $340 | $8,047-95.8% | $5,961-94.3% | $11,252-97.0% |