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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 | $77,180 | $61,125+26.3% | $94,057-17.9% | $87,485-11.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.61% | 35.20%-21.6pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $6,395 | $2,136+199.3% | $2,933+118.0% | $2,596+146.3% |
| Participant deferral / active EE | $439 | $3,260-86.5% | $4,709-90.7% | $4,274-89.7% |
| Admin fee / account holder | $1,016 | $5,629-82.0% | $7,244-86.0% | $7,775-86.9% |