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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 | $79,337 | $92,766-14.5% | $82,763-4.1% | $134,545-41.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.97% | 946.97%-944.0pp | 702.45%-699.5pp | 418.37%-415.4pp |
| Employer contribution / active EE | $2,143 | $3,273-34.5% | $3,008-28.8% | $4,742-54.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,516 | $5,978-74.6% | $5,325-71.5% | $11,431-86.7% |