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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 | $42,969 | $78,682-45.4% | $109,188-60.6% | $85,851-49.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.41% | 25.09%-11.7pp | 25.76%-12.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $6,858 | $2,734+150.9% | $3,723+84.2% | $2,565+167.3% |
| Participant deferral / active EE | $803 | $3,468-76.8% | $4,654-82.7% | $3,952-79.7% |
| Admin fee / account holder | $4,157 | $5,470-24.0% | $6,755-38.5% | $6,261-33.6% |