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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 | $87,899 | $115,814-24.1% | $101,275-13.2% | $158,982-44.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.32% | 56.16%-42.8pp | 46.48%-33.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,688 | $4,176-35.6% | $3,660-26.6% | $4,763-43.6% |
| Participant deferral / active EE | $454 | $4,958-90.9% | $4,371-89.6% | $5,983-92.4% |
| Admin fee / account holder | $17,870 | $7,249+146.5% | $5,948+200.4% | $11,252+58.8% |