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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 | $63,867 | $83,337-23.4% | $67,834-5.8% | $273,972-76.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.16% | 259.45%-255.3pp | 138.47%-134.3pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,150 | $3,287-34.6% | $2,403-10.5% | $4,869-55.8% |
| Participant deferral / active EE | $628 | $4,088-84.6% | $3,160-80.1% | $5,287-88.1% |
| Admin fee / account holder | $520 | $6,752-92.3% | $4,622-88.8% | $10,133-94.9% |