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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 | $66,663 | $101,763-34.5% | $164,866-59.6% | $80,874-17.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.78% | 16.73%-2.9pp | 69.97%-56.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $8,508 | $2,954+188.0% | $4,343+95.9% | $2,756+208.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,786 | $8,228-78.3% | $12,689-85.9% | $6,935-74.2% |