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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 | $43,553 | $78,707-44.7% | $117,861-63.0% | $70,126-37.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.33% | 23.30%-6.0pp | 335.11%-317.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,189 | $2,223+133.4% | $3,786+37.0% | $2,343+121.5% |
| Participant deferral / active EE | $315 | $3,297-90.5% | $4,482-93.0% | $3,332-90.6% |
| Admin fee / account holder | $2,234 | $5,066-55.9% | $8,021-72.2% | $4,645-51.9% |