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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 | $51,694 | $115,814-55.4% | $101,275-49.0% | $158,982-67.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.48% | 56.16%-38.7pp | 46.48%-29.0pp | 302.99%-285.5pp |
| Employer contribution / active EE | $12,186 | $4,176+191.8% | $3,660+232.9% | $4,763+155.9% |
| Participant deferral / active EE | $1,328 | $4,958-73.2% | $4,371-69.6% | $5,983-77.8% |
| Admin fee / account holder | $866 | $7,249-88.0% | $5,948-85.4% | $11,252-92.3% |