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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 | $43,598 | $100,073-56.4% | $85,126-48.8% | $145,877-70.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.00% | 84.11%-68.1pp | 66.63%-50.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,180 | $3,236-63.5% | $2,731-56.8% | $4,663-74.7% |
| Participant deferral / active EE | $748 | $5,294-85.9% | $4,523-83.5% | $6,691-88.8% |
| Admin fee / account holder | $1,672 | $7,261-77.0% | $6,160-72.9% | $13,402-87.5% |