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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 | $48,000 | $129,737-63.0% | $119,126-59.7% | $154,746-69.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.71% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $9,298 | $4,375+112.5% | $4,034+130.5% | $4,379+112.3% |
| Participant deferral / active EE | $276 | $5,842-95.3% | $5,318-94.8% | $6,730-95.9% |
| Admin fee / account holder | $1,423 | $11,961-88.1% | $10,693-86.7% | $14,365-90.1% |