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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 | $59,802 | $129,737-53.9% | $119,126-49.8% | $154,746-61.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.31% | 379.08%-368.8pp | 282.11%-271.8pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,036 | $4,375-53.5% | $4,034-49.5% | $4,379-53.5% |
| Participant deferral / active EE | $1,175 | $5,842-79.9% | $5,318-77.9% | $6,730-82.5% |
| Admin fee / account holder | $33,870 | $11,961+183.2% | $10,693+216.7% | $14,365+135.8% |