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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 | $20,007 | $109,411-81.7% | $89,435-77.6% | $158,982-87.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.72% | 345.68%-339.0pp | 245.55%-238.8pp | 302.99%-296.3pp |
| Employer contribution / active EE | $2,612 | $3,173-17.7% | $2,587+1.0% | $4,763-45.2% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,217 | $6,159-31.5% | $4,884-13.7% | $11,252-62.5% |