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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 | $62,709 | $223,823-72.0% | $211,142-70.3% | $154,746-59.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.12% | 50.39%-37.3pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,286 | $6,787-51.6% | $6,442-49.0% | $4,379-25.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $35,714 | $19,707+81.2% | $19,076+87.2% | $14,365+148.6% |