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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 | $36,838 | $217,432-83.1% | $185,851-80.2% | $167,553-78.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.05% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.8pp |
| Employer contribution / active EE | $2,980 | $5,874-49.3% | $5,168-42.3% | $4,840-38.4% |
| Participant deferral / active EE | $1,603 | $6,357-74.8% | $5,569-71.2% | $6,343-74.7% |
| Admin fee / account holder | $1,239 | $19,820-93.8% | $16,245-92.4% | $12,316-89.9% |