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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 | $61,347 | $132,634-53.7% | $115,768-47.0% | $137,256-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.21% | 160.70%-141.5pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,169 | $3,360-65.2% | $2,940-60.2% | $4,156-71.9% |
| Participant deferral / active EE | $832 | $5,619-85.2% | $4,917-83.1% | $6,407-87.0% |
| Admin fee / account holder | $5,115 | $15,028-66.0% | $12,439-58.9% | $12,270-58.3% |