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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 | $46,636 | $149,679-68.8% | $117,039-60.2% | $147,586-68.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.17% | 19.31%-10.1pp | 18.95%-9.8pp | 578.59%-569.4pp |
| Employer contribution / active EE | $4,266 | $4,937-13.6% | $3,785+12.7% | $4,876-12.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $623 | $7,856-92.1% | $5,974-89.6% | $10,886-94.3% |