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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 | $29,527 | $118,875-75.2% | $96,572-69.4% | $167,553-82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.72% | 50.50%-39.8pp | 37.79%-27.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,500 | $3,121-19.9% | $2,357+6.1% | $4,840-48.3% |
| Participant deferral / active EE | $330 | $4,617-92.8% | $3,850-91.4% | $6,343-94.8% |
| Admin fee / account holder | $1,893 | $8,070-76.5% | $6,183-69.4% | $12,316-84.6% |