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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 | $55,638 | $210,698-73.6% | $178,014-68.7% | $145,959-61.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.96% | 386.27%-376.3pp | 294.80%-284.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,251 | $4,567-72.6% | $3,950-68.3% | $4,661-73.2% |
| Participant deferral / active EE | $1,167 | $6,958-83.2% | $6,276-81.4% | $6,689-82.6% |
| Admin fee / account holder | $21,281 | $12,016+77.1% | $10,362+105.4% | $13,398+58.8% |