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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 | $52,767 | $109,967-52.0% | $97,197-45.7% | $145,877-63.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.16% | 244.27%-230.1pp | 75.47%-61.3pp | 551.28%-537.1pp |
| Employer contribution / active EE | $340 | $3,077-88.9% | $2,723-87.5% | $4,663-92.7% |
| Participant deferral / active EE | $267 | $4,676-94.3% | $4,263-93.7% | $6,691-96.0% |
| Admin fee / account holder | $7,956 | $6,199+28.3% | $5,637+41.1% | $13,402-40.6% |