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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 | $50,854 | $138,076-63.2% | $123,553-58.8% | $135,380-62.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.27% | 153.70%-149.4pp | 119.21%-114.9pp | 519.81%-515.5pp |
| Employer contribution / active EE | $2,943 | $5,152-42.9% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $1,927 | $6,800-71.7% | $6,426-70.0% | $5,609-65.6% |
| Admin fee / account holder | $8,247 | $10,917-24.5% | $9,284-11.2% | $10,828-23.8% |