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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 | $66,296 | $53,128+24.8% | $86,582-23.4% | $70,126-5.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.05% | 27.66%-10.6pp | 965.08%-948.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $12,143 | $2,068+487.2% | $2,839+327.6% | $2,343+418.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,070 | $3,584-42.2% | $4,904-57.8% | $4,645-55.4% |