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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 | $35,194 | $118,875-70.4% | $96,572-63.6% | $167,553-79.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.37% | 50.50%-24.1pp | 37.79%-11.4pp | 478.89%-452.5pp |
| Employer contribution / active EE | $4,065 | $3,121+30.2% | $2,357+72.4% | $4,840-16.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,126 | $8,070-73.7% | $6,183-65.6% | $12,316-82.7% |