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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 | $74,259 | $109,967-32.5% | $97,197-23.6% | $145,877-49.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.93% | 244.27%-235.3pp | 75.47%-66.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,667 | $3,077-45.8% | $2,723-38.8% | $4,663-64.3% |
| Participant deferral / active EE | $650 | $4,676-86.1% | $4,263-84.8% | $6,691-90.3% |
| Admin fee / account holder | $417 | $6,199-93.3% | $5,637-92.6% | $13,402-96.9% |