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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 | $93,800 | $165,361-43.3% | $149,715-37.3% | $158,950-41.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.85% | 348.24%-325.4pp | 276.66%-253.8pp | 302.91%-280.1pp |
| Employer contribution / active EE | $1,195 | $5,103-76.6% | $4,645-74.3% | $4,762-74.9% |
| Participant deferral / active EE | $1,195 | $7,182-83.4% | $6,842-82.5% | $5,983-80.0% |
| Admin fee / account holder | $675 | $10,808-93.8% | $9,310-92.8% | $11,248-94.0% |