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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 | $70,931 | $96,731-26.7% | $123,973-42.8% | $86,983-18.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 13.23% | 17.33%-4.1pp | 388.13%-374.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $7,964 | $3,297+141.5% | $4,126+93.0% | $2,584+208.1% |
| Participant deferral / active EE | $532 | $4,152-87.2% | $5,247-89.9% | $4,194-87.3% |
| Admin fee / account holder | $6,304 | $8,722-27.7% | $11,799-46.6% | $7,856-19.8% |