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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 | $88,815-61.2% | $81,882-57.9% | $145,897-76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,608 | $3,086-47.9% | $2,916-44.9% | $4,663-65.5% |
| Participant deferral / active EE | $650 | $4,647-86.0% | $4,323-85.0% | $6,689-90.3% |
| Admin fee / account holder | $671 | $8,434-92.0% | $7,360-90.9% | $13,390-95.0% |