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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 | $38,633 | $88,754-56.5% | $81,820-52.8% | $145,877-73.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.90% | 1031.77%-1018.9pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,470 | $3,085+12.5% | $2,915+19.0% | $4,663-25.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,421 | $8,424+83.1% | $7,391+108.7% | $13,402+15.1% |