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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 | $69,440 | $115,814-40.0% | $101,275-31.4% | $158,982-56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.14% | 56.16%-47.0pp | 46.48%-37.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $7,491 | $4,176+79.4% | $3,660+104.7% | $4,763+57.3% |
| Participant deferral / active EE | $1,010 | $4,958-79.6% | $4,371-76.9% | $5,983-83.1% |
| Admin fee / account holder | $347 | $7,249-95.2% | $5,948-94.2% | $11,252-96.9% |