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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 | $43,943 | $58,828-25.3% | $78,002-43.7% | $62,881-30.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.85% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,730 | $1,672+123.1% | $2,470+51.0% | $2,281+63.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,205 | $4,393-4.3% | $5,481-23.3% | $4,296-2.1% |