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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 | $78,075 | $60,119+29.9% | $90,430-13.7% | $79,858-2.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.30% | 71.94%-60.6pp | 1293.73%-1282.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $3,481 | $2,068+68.4% | $3,262+6.7% | $2,471+40.9% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,204 | $3,976-19.4% | $5,613-42.9% | $5,306-39.6% |