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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 | $68,927 | $232,540-70.4% | $185,117-62.8% | $147,585-53.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.68% | 43.03%-33.4pp | 40.50%-30.8pp | 578.57%-568.9pp |
| Employer contribution / active EE | $2,299 | $5,195-55.7% | $4,182-45.0% | $4,876-52.9% |
| Participant deferral / active EE | $390 | $5,834-93.3% | $5,045-92.3% | $5,439-92.8% |
| Admin fee / account holder | $10,000 | $10,275-2.7% | $8,159+22.6% | $10,885-8.1% |