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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 | $21,420 | $63,346-66.2% | $92,240-76.8% | $70,126-69.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.54% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $6,850 | $2,471+177.2% | $3,680+86.2% | $2,343+192.4% |
| Participant deferral / active EE | $942 | $2,854-67.0% | $3,897-75.8% | $3,332-71.7% |
| Admin fee / account holder | $1,958 | $3,841-49.0% | $5,194-62.3% | $4,645-57.8% |