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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 | $53,525 | $125,193-57.2% | $105,591-49.3% | $145,978-63.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 24.75% | 225.53%-200.8pp | 116.43%-91.7pp | 550.52%-525.8pp |
| Employer contribution / active EE | $969 | $3,718-73.9% | $3,166-69.4% | $4,662-79.2% |
| Participant deferral / active EE | $557 | $5,708-90.2% | $5,008-88.9% | $6,690-91.7% |
| Admin fee / account holder | $483 | $17,277-97.2% | $11,024-95.6% | $13,400-96.4% |