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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 | $46,440 | $102,385-54.6% | $147,080-68.4% | $80,935-42.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 29.22% | 135.09%-105.9pp | 420.17%-390.9pp | 35.66%-6.4pp |
| Employer contribution / active EE | $2,994 | $3,717-19.4% | $4,933-39.3% | $2,757+8.6% |
| Participant deferral / active EE | $2,118 | $6,651-68.2% | $8,066-73.7% | $4,299-50.7% |
| Admin fee / account holder | $5,415 | $7,951-31.9% | $12,989-58.3% | $6,924-21.8% |