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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 | $95,622 | $106,923-10.6% | $84,023+13.8% | $152,909-37.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.20% | 105.02%-92.8pp | 71.32%-59.1pp | 345.46%-333.3pp |
| Employer contribution / active EE | $12,267 | $2,735+348.4% | $1,984+518.3% | $4,764+157.5% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $740 | $8,289-91.1% | $6,102-87.9% | $11,601-93.6% |