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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 | $47,420 | $45,050+5.3% | $63,018-24.8% | $70,126-32.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.39% | 18.76%-0.4pp | 87.62%-69.2pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,857 | $2,052+185.5% | $2,761+112.2% | $2,343+150.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,036 | $2,834+7.1% | $3,601-15.7% | $4,645-34.6% |