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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 | $134,817-55.6% | $123,973-51.8% | $155,188-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.31% | 515.49%-505.2pp | 388.13%-377.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,036 | $4,425-54.0% | $4,126-50.7% | $4,248-52.1% |
| Participant deferral / active EE | $1,175 | $5,706-79.4% | $5,247-77.6% | $6,531-82.0% |
| Admin fee / account holder | $33,870 | $13,245+155.7% | $11,799+187.1% | $14,480+133.9% |