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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 | $44,670 | $112,935-60.4% | $90,970-50.9% | $158,966-71.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.06% | 215.79%-208.7pp | 134.58%-127.5pp | 302.95%-295.9pp |
| Employer contribution / active EE | $3,293 | $2,895+13.8% | $2,122+55.2% | $4,762-30.8% |
| Participant deferral / active EE | $979 | $4,129-76.3% | $3,373-71.0% | $5,983-83.6% |
| Admin fee / account holder | $866 | $8,045-89.2% | $5,960-85.5% | $11,250-92.3% |