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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 | $43,804 | $103,038-57.5% | $90,324-51.5% | $152,909-71.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.76% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $13,034 | $3,141+315.0% | $2,856+356.4% | $4,764+173.6% |
| Participant deferral / active EE | $357 | $4,282-91.7% | $3,885-90.8% | $5,851-93.9% |
| Admin fee / account holder | $857 | $6,177-86.1% | $5,356-84.0% | $11,601-92.6% |