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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 | $171,492-65.1% | $150,734-60.3% | $198,609-69.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.31% | 804.70%-794.4pp | 600.81%-590.5pp | 202.70%-192.4pp |
| Employer contribution / active EE | $2,036 | $5,470-62.8% | $4,918-58.6% | $5,055-59.7% |
| Participant deferral / active EE | $1,175 | $6,259-81.2% | $5,610-79.1% | $6,977-83.2% |
| Admin fee / account holder | $33,870 | $17,628+92.1% | $14,905+127.2% | $19,030+78.0% |