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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 | $32,101 | $108,942-70.5% | $100,415-68.0% | $145,897-78.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 33.85% | 58.27%-24.4pp | 49.47%-15.6pp | 552.29%-518.4pp |
| Employer contribution / active EE | $1,704 | $4,422-61.5% | $3,943-56.8% | $4,663-63.4% |
| Participant deferral / active EE | $1,986 | $8,461-76.5% | $8,091-75.5% | $6,689-70.3% |
| Admin fee / account holder | $749 | $9,702-92.3% | $7,906-90.5% | $13,390-94.4% |