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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 | $50,492 | $81,696-38.2% | $70,494-28.4% | $158,982-68.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.68% | 208.70%-200.0pp | 109.16%-100.5pp | 302.99%-294.3pp |
| Employer contribution / active EE | $374 | $3,220-88.4% | $2,738-86.3% | $4,763-92.1% |
| Participant deferral / active EE | $687 | $4,558-84.9% | $3,711-81.5% | $5,983-88.5% |
| Admin fee / account holder | $2,082 | $6,200-66.4% | $3,848-45.9% | $11,252-81.5% |