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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 | $34,111 | $108,882-68.7% | $96,754-64.7% | $154,746-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.05% | 98.39%-81.3pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $6,699 | $3,018+122.0% | $2,679+150.1% | $4,379+53.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,350 | $10,200-86.8% | $8,905-84.8% | $14,365-90.6% |