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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 | $28,995 | $217,432-86.7% | $185,849-84.4% | $167,536-82.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.32% | 148.42%-131.1pp | 122.10%-104.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,647 | $5,875-72.0% | $5,169-68.1% | $4,839-66.0% |
| Participant deferral / active EE | $509 | $6,357-92.0% | $5,569-90.9% | $6,342-92.0% |
| Admin fee / account holder | $7,670 | $19,818-61.3% | $16,244-52.8% | $12,315-37.7% |