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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 | $69,611 | $112,131-37.9% | $95,964-27.5% | $158,982-56.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.71% | 171.19%-159.5pp | 91.64%-79.9pp | 302.99%-291.3pp |
| Employer contribution / active EE | $11,522 | $3,199+260.2% | $2,541+353.4% | $4,763+141.9% |
| Participant deferral / active EE | $322 | $4,784-93.3% | $4,167-92.3% | $5,983-94.6% |
| Admin fee / account holder | $2,246 | $10,136-77.8% | $6,797-67.0% | $11,252-80.0% |