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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 | $80,649 | $125,778-35.9% | $114,563-29.6% | $154,746-47.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.72% | 295.14%-278.4pp | 241.09%-224.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,032 | $2,806-63.2% | $2,592-60.2% | $4,379-76.4% |
| Participant deferral / active EE | $769 | $4,445-82.7% | $4,142-81.4% | $6,730-88.6% |
| Admin fee / account holder | $685 | $8,190-91.6% | $7,623-91.0% | $14,365-95.2% |