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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 | $108,478 | $53,063+104.4% | $124,206-12.7% | $82,637+31.3% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.67% | 68.87%-53.2pp | 515.27%-499.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $7,730 | $1,530+405.1% | $3,540+118.3% | $2,552+202.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $545 | $4,281-87.3% | $5,929-90.8% | $7,339-92.6% |