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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 | $51,638+49.5% | $68,368+12.9% | $82,448-6.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.61% | 37.53%-23.9pp | 292.57%-279.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $6,395 | $2,047+212.5% | $2,649+141.4% | $2,551+150.7% |
| Participant deferral / active EE | $439 | $2,914-84.9% | $4,123-89.3% | $4,139-89.4% |
| Admin fee / account holder | $1,016 | $4,643-78.1% | $5,150-80.3% | $7,234-86.0% |