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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 | $58,037 | $160,040-63.7% | $147,096-60.5% | $145,877-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,295 | $5,289-75.5% | $4,936-73.8% | $4,663-72.2% |
| Participant deferral / active EE | $2,187 | $8,429-74.1% | $8,071-72.9% | $6,691-67.3% |
| Admin fee / account holder | $482 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |