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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 | $54,960 | $82,674-33.5% | $125,381-56.2% | $68,486-19.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 29.61% | -5.97%+35.6pp | 572.31%-542.7pp | -7.85%+37.5pp |
| Employer contribution / active EE | $2,639 | $3,382-22.0% | $4,815-45.2% | $2,597+1.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,674 | $6,277-73.3% | $10,007-83.3% | $5,404-69.0% |