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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 | $72,031 | $98,240-26.7% | $82,312-12.5% | $147,586-51.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.07% | 30.85%-18.8pp | 25.88%-13.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,455 | $3,192-23.1% | $2,428+1.1% | $4,876-49.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,649 | $8,563-69.1% | $5,608-52.8% | $10,886-75.7% |