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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 | $74,110 | $89,367-17.1% | $141,191-47.5% | $72,975+1.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 45.89% | 111.87%-66.0pp | 71.41%-25.5pp | 81.01%-35.1pp |
| Employer contribution / active EE | $4,306 | $3,115+38.2% | $4,736-9.1% | $2,440+76.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,467 | $5,957-25.0% | $10,264-56.5% | $5,124-12.8% |