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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 | $47,975 | $106,267-54.9% | $96,520-50.3% | $139,456-65.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.13% | 38.45%-20.3pp | 35.72%-17.6pp | 373.45%-355.3pp |
| Employer contribution / active EE | $8,452 | $4,105+105.9% | $3,739+126.1% | $4,753+77.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,427 | $7,882-69.2% | $6,733-63.9% | $11,407-78.7% |