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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 | $53,267 | $148,558-64.1% | $135,925-60.8% | $139,427-61.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.18% | 79.22%-63.0pp | 68.25%-52.1pp | 373.27%-357.1pp |
| Employer contribution / active EE | $1,320 | $5,244-74.8% | $4,857-72.8% | $4,752-72.2% |
| Participant deferral / active EE | $1,805 | $8,101-77.7% | $7,759-76.7% | $6,711-73.1% |
| Admin fee / account holder | $8,383 | $12,401-32.4% | $10,764-22.1% | $11,404-26.5% |