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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 | $45,730 | $108,882-58.0% | $96,754-52.7% | $154,746-70.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.26% | 98.39%-81.1pp | 82.04%-64.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $7,107 | $3,018+135.5% | $2,679+165.3% | $4,379+62.3% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,792 | $10,200-53.0% | $8,905-46.2% | $14,365-66.6% |