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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 | $40,367 | $176,105-77.1% | $159,474-74.7% | $167,536-75.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.49% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,518 | $5,299-52.5% | $4,831-47.9% | $4,839-48.0% |
| Participant deferral / active EE | $1,853 | $7,751-76.1% | $7,353-74.8% | $6,342-70.8% |
| Admin fee / account holder | $1,069 | $12,559-91.5% | $10,802-90.1% | $12,315-91.3% |