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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 | $93,749 | $49,249+90.4% | $70,476+33.0% | $79,852+17.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.52% | 30.09%-19.6pp | 109.12%-98.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $9,646 | $2,100+359.2% | $2,738+252.3% | $2,471+290.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,899 | $2,878+174.5% | $3,847+105.3% | $5,306+48.9% |