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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 | $29,059 | $157,304-81.5% | $141,197-79.4% | $152,909-81.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.12% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.3pp |
| Employer contribution / active EE | $1,604 | $5,263-69.5% | $4,736-66.1% | $4,764-66.3% |
| Participant deferral / active EE | $2,192 | $7,111-69.2% | $6,710-67.3% | $5,851-62.5% |
| Admin fee / account holder | $324 | $12,126-97.3% | $10,265-96.8% | $11,601-97.2% |