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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 | $58,311-33.4% | $81,882-52.6% | $80,959-52.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.65% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,604 | $2,347+96.2% | $2,916+57.9% | $2,757+67.0% |
| Participant deferral / active EE | $78 | $3,287-97.6% | $4,323-98.2% | $4,300-98.2% |
| Admin fee / account holder | $777 | $4,752-83.6% | $7,360-89.4% | $6,925-88.8% |