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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 | $40,570 | $226,135-82.1% | $182,558-77.8% | $152,909-73.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.43% | 192.60%-179.2pp | 148.59%-135.2pp | 345.46%-332.0pp |
| Employer contribution / active EE | $6,697 | $4,979+34.5% | $4,076+64.3% | $4,764+40.6% |
| Participant deferral / active EE | $366 | $6,371-94.3% | $5,526-93.4% | $5,851-93.7% |
| Admin fee / account holder | $6,608 | $10,707-38.3% | $8,594-23.1% | $11,601-43.0% |