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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 | $62,565 | $103,000-39.3% | $90,300-30.7% | $152,885-59.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.99% | 95.19%-80.2pp | 78.11%-63.1pp | 345.39%-330.4pp |
| Employer contribution / active EE | $6,228 | $3,138+98.4% | $2,854+118.2% | $4,763+30.8% |
| Participant deferral / active EE | $400 | $4,281-90.7% | $3,884-89.7% | $5,851-93.2% |
| Admin fee / account holder | $1,836 | $6,173-70.3% | $5,353-65.7% | $11,598-84.2% |