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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 | $46,961 | $150,207-68.7% | $120,380-61.0% | $145,978-67.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.41% | 154.28%-138.9pp | 107.28%-91.9pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,265 | $4,351-47.9% | $3,465-34.6% | $4,662-51.4% |
| Participant deferral / active EE | $1,403 | $6,175-77.3% | $4,992-71.9% | $6,690-79.0% |
| Admin fee / account holder | $3,219 | $12,203-73.6% | $9,421-65.8% | $13,400-76.0% |