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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 | $50,287 | $100,203-49.8% | $85,240-41.0% | $145,897-65.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 84.28%-73.5pp | 66.75%-56.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $6,312 | $3,242+94.7% | $2,735+130.8% | $4,663+35.4% |
| Participant deferral / active EE | $819 | $5,299-84.5% | $4,527-81.9% | $6,689-87.8% |
| Admin fee / account holder | $501 | $7,265-93.1% | $6,165-91.9% | $13,390-96.3% |