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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 | $43,525 | $157,304-72.3% | $141,197-69.2% | $152,909-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.11% | 64.34%-33.2pp | 71.41%-40.3pp | 345.46%-314.4pp |
| Employer contribution / active EE | $10,557 | $5,263+100.6% | $4,736+122.9% | $4,764+121.6% |
| Participant deferral / active EE | $2,000 | $7,111-71.9% | $6,710-70.2% | $5,851-65.8% |
| Admin fee / account holder | $307 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |