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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 | $36,119 | $112,131-67.8% | $95,964-62.4% | $158,982-77.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.19% | 171.19%-160.0pp | 91.64%-80.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $1,775 | $3,199-44.5% | $2,541-30.1% | $4,763-62.7% |
| Participant deferral / active EE | $346 | $4,784-92.8% | $4,167-91.7% | $5,983-94.2% |
| Admin fee / account holder | $2,749 | $10,136-72.9% | $6,797-59.6% | $11,252-75.6% |