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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 | $63,000 | $81,696-22.9% | $70,494-10.6% | $158,982-60.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.69% | 208.70%-198.0pp | 109.16%-98.5pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,840 | $3,220-11.8% | $2,738+3.7% | $4,763-40.4% |
| Participant deferral / active EE | $654 | $4,558-85.7% | $3,711-82.4% | $5,983-89.1% |
| Admin fee / account holder | $22,439 | $6,200+261.9% | $3,848+483.2% | $11,252+99.4% |