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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 | $48,392 | $150,412-67.8% | $120,574-59.9% | $145,884-66.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.17% | 154.50%-142.3pp | 107.42%-95.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,225 | $4,355-71.9% | $3,471-64.7% | $4,662-73.7% |
| Participant deferral / active EE | $1,290 | $6,175-79.1% | $4,996-74.2% | $6,690-80.7% |
| Admin fee / account holder | $2,551 | $12,224-79.1% | $9,445-73.0% | $13,392-81.0% |