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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 | $87,676 | $123,155-28.8% | $108,753-19.4% | $155,188-43.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.68% | 44.73%-37.1pp | 37.47%-29.8pp | 148.84%-141.2pp |
| Employer contribution / active EE | $7,143 | $2,811+154.1% | $2,427+194.4% | $4,248+68.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,055 | $12,126-91.3% | $10,320-89.8% | $14,480-92.7% |