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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 | $49,760 | $160,055-68.9% | $140,016-64.5% | $135,377-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.02% | 911.41%-902.4pp | 651.14%-642.1pp | 519.75%-510.7pp |
| Employer contribution / active EE | $4,699 | $6,420-26.8% | $5,606-16.2% | $4,779-1.7% |
| Participant deferral / active EE | $1,955 | $7,641-74.4% | $6,927-71.8% | $5,609-65.1% |
| Admin fee / account holder | $1,986 | $13,328-85.1% | $10,705-81.4% | $10,828-81.7% |