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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 | $34,443 | $88,710-61.2% | $81,783-57.9% | $145,959-76.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,608 | $3,083-47.8% | $2,913-44.8% | $4,661-65.5% |
| Participant deferral / active EE | $650 | $4,645-86.0% | $4,320-85.0% | $6,689-90.3% |
| Admin fee / account holder | $671 | $8,407-92.0% | $7,380-90.9% | $13,398-95.0% |