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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 | $96,997 | $65,034+49.1% | $90,970+6.6% | $79,856+21.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 62.67% | 30.45%+32.2pp | 134.60%-71.9pp | 31.71%+31.0pp |
| Employer contribution / active EE | $1,248 | $1,2470% | $2,122-41.2% | $2,471-49.5% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $833 | $4,536-81.6% | $5,961-86.0% | $5,306-84.3% |