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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 | $86,951 | $116,203-25.2% | $93,621-7.1% | $152,897-43.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 12.96% | 35.96%-23.0pp | 32.76%-19.8pp | 345.43%-332.5pp |
| Employer contribution / active EE | $5,391 | $3,219+67.5% | $2,719+98.3% | $4,764+13.2% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $577 | $10,751-94.6% | $7,890-92.7% | $11,599-95.0% |