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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 | $68,297 | $166,242-58.9% | $165,071-58.6% | $145,884-53.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.33% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,535 | $5,283-52.0% | $4,347-41.7% | $4,662-45.6% |
| Participant deferral / active EE | $478 | $6,964-93.1% | $6,035-92.1% | $6,690-92.9% |
| Admin fee / account holder | $1,918 | $16,658-88.5% | $12,695-84.9% | $13,392-85.7% |