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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 | $50,990 | $124,346-59.0% | $111,308-54.2% | $167,536-69.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 28.86% | 37.45%-8.6pp | 54.67%-25.8pp | 478.82%-450.0pp |
| Employer contribution / active EE | $1,860 | $3,437-45.9% | $2,732-31.9% | $4,839-61.6% |
| Participant deferral / active EE | $1,246 | $5,182-75.9% | $4,487-72.2% | $6,342-80.3% |
| Admin fee / account holder | $7,056 | $10,621-33.6% | $7,965-11.4% | $12,315-42.7% |