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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 | $99,921-49.7% | $85,009-40.8% | $145,959-65.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 83.89%-73.1pp | 66.47%-55.7pp | 561.95%-551.2pp |
| Employer contribution / active EE | $6,312 | $3,233+95.2% | $2,728+131.3% | $4,661+35.4% |
| Participant deferral / active EE | $819 | $5,293-84.5% | $4,522-81.9% | $6,689-87.8% |
| Admin fee / account holder | $501 | $7,252-93.1% | $6,153-91.9% | $13,398-96.3% |