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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 | $54,290 | $79,449-31.7% | $189,575-71.4% | $85,847-36.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 20.29% | 18.45%+1.8pp | 64.19%-43.9pp | 318.61%-298.3pp |
| Employer contribution / active EE | $2,400 | $2,081+15.3% | $4,412-45.6% | $2,565-6.4% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $425 | $5,377-92.1% | $9,806-95.7% | $6,261-93.2% |