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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 | $138,759 | $93,346+48.6% | $71,796+93.3% | $273,972-49.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.37% | 130.39%-123.0pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $8,000 | $2,733+192.7% | $1,924+315.7% | $4,869+64.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,472 | $6,571-31.9% | $4,815-7.1% | $10,133-55.9% |