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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 | $32,478 | $234,190-86.1% | $180,320-82.0% | $198,609-83.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 9.42% | 1057.44%-1048.0pp | 778.54%-769.1pp | 202.70%-193.3pp |
| Employer contribution / active EE | $1,837 | $5,258-65.1% | $4,108-55.3% | $5,055-63.7% |
| Participant deferral / active EE | $707 | $4,988-85.8% | $4,304-83.6% | $6,977-89.9% |
| Admin fee / account holder | $10,788 | $12,558-14.1% | $10,000+7.9% | $19,030-43.3% |