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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 | $55,509 | $58,828-5.6% | $78,002-28.8% | $62,881-11.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.18% | 17.16%-9.0pp | 425.99%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,663 | $1,672+178.9% | $2,470+88.8% | $2,281+104.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,187 | $4,393+109.1% | $5,481+67.6% | $4,296+113.9% |