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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 | $32,081 | $106,923-70.0% | $84,023-61.8% | $152,909-79.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.23% | 105.02%-87.8pp | 71.32%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $2,857 | $2,735+4.5% | $1,984+44.0% | $4,764-40.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,047 | $8,289-87.4% | $6,102-82.8% | $11,601-91.0% |