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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 | $68,440 | $108,922-37.2% | $100,398-31.8% | $145,978-53.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.64% | 58.04%-41.4pp | 49.32%-32.7pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,965 | $4,426-55.6% | $3,946-50.2% | $4,662-57.8% |
| Participant deferral / active EE | $1,549 | $8,450-81.7% | $8,084-80.8% | $6,690-76.8% |
| Admin fee / account holder | $3,985 | $9,680-58.8% | $7,893-49.5% | $13,400-70.3% |