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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 | $25,511 | $134,817-81.1% | $123,973-79.4% | $155,188-83.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.33% | 515.49%-505.2pp | 388.13%-377.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,555 | $4,425-42.3% | $4,126-38.1% | $4,248-39.9% |
| Participant deferral / active EE | $805 | $5,706-85.9% | $5,247-84.7% | $6,531-87.7% |
| Admin fee / account holder | $596 | $13,245-95.5% | $11,799-94.9% | $14,480-95.9% |