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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 | $47,893 | $105,284-54.5% | $150,734-68.2% | $94,015-49.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.10% | 15.67%-2.6pp | 600.81%-587.7pp | 17.84%-4.7pp |
| Employer contribution / active EE | $5,929 | $3,599+64.8% | $4,918+20.6% | $2,790+112.5% |
| Participant deferral / active EE | $408 | $4,274-90.4% | $5,610-92.7% | $4,249-90.4% |
| Admin fee / account holder | $5,786 | $9,839-41.2% | $14,905-61.2% | $8,951-35.4% |