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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 | $34,211 | $99,994-65.8% | $146,643-76.7% | $85,847-60.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.76% | 18.93%-6.2pp | 22.75%-10.0pp | 318.61%-305.8pp |
| Employer contribution / active EE | $6,250 | $2,559+144.2% | $4,137+51.1% | $2,565+143.6% |
| Participant deferral / active EE | $1,159 | $4,006-71.1% | $5,506-78.9% | $3,952-70.7% |
| Admin fee / account holder | $343 | $7,703-95.5% | $10,280-96.7% | $6,261-94.5% |