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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 | $86,269 | $93,346-7.6% | $71,796+20.2% | $273,972-68.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.41% | 130.39%-125.0pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $7,443 | $2,733+172.3% | $1,924+286.8% | $4,869+52.9% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,115 | $6,571-83.0% | $4,815-76.8% | $10,133-89.0% |