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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 | $42,581 | $118,875-64.2% | $96,572-55.9% | $167,553-74.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.62% | 50.50%-38.9pp | 37.79%-26.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $4,060 | $3,121+30.1% | $2,357+72.2% | $4,840-16.1% |
| Participant deferral / active EE | $792 | $4,617-82.8% | $3,850-79.4% | $6,343-87.5% |
| Admin fee / account holder | $28,027 | $8,070+247.3% | $6,183+353.3% | $12,316+127.6% |