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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 | $44,717 | $100,895-55.7% | $90,430-50.6% | $158,950-71.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.25% | 1725.54%-1717.3pp | 1293.73%-1285.5pp | 302.91%-294.7pp |
| Employer contribution / active EE | $3,450 | $3,689-6.5% | $3,262+5.8% | $4,762-27.6% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,726 | $6,505+34.1% | $5,613+55.4% | $11,248-22.4% |