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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 | $35,049 | $176,105-80.1% | $159,474-78.0% | $167,536-79.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.30% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $961 | $5,299-81.9% | $4,831-80.1% | $4,839-80.1% |
| Participant deferral / active EE | $2,196 | $7,751-71.7% | $7,353-70.1% | $6,342-65.4% |
| Admin fee / account holder | $1,127 | $12,559-91.0% | $10,802-89.6% | $12,315-90.8% |