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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 | $38,817 | $58,258-33.4% | $81,820-52.6% | $80,925-52.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.65% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,604 | $2,345+96.3% | $2,915+58.0% | $2,756+67.1% |
| Participant deferral / active EE | $78 | $3,284-97.6% | $4,323-98.2% | $4,299-98.2% |
| Admin fee / account holder | $777 | $4,976-84.4% | $7,391-89.5% | $6,940-88.8% |