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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 | $30,677 | $63,365-51.6% | $91,994-66.7% | $72,976-58.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 145.21% | 35.35%+109.9pp | 69.04%+76.2pp | 81.02%+64.2pp |
| Employer contribution / active EE | $1,074 | $2,116-49.2% | $3,453-68.9% | $2,440-56.0% |
| Participant deferral / active EE | $1,380 | $4,883-71.7% | $5,924-76.7% | $3,608-61.7% |
| Admin fee / account holder | $5,227 | $4,670+11.9% | $7,744-32.5% | $5,124+2.0% |