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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 | $38,981 | $115,814-66.3% | $101,275-61.5% | $158,982-75.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.19% | 56.16%-46.0pp | 46.48%-36.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $3,647 | $4,176-12.7% | $3,660-0.4% | $4,763-23.4% |
| Participant deferral / active EE | $955 | $4,958-80.7% | $4,371-78.2% | $5,983-84.0% |
| Admin fee / account holder | $2,029 | $7,249-72.0% | $5,948-65.9% | $11,252-82.0% |