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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 | $45,216 | $162,136-72.1% | $152,301-70.3% | $154,746-70.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.26% | 91.02%-68.8pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,500 | $4,890-48.9% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,427 | $15,759-90.9% | $14,398-90.1% | $14,365-90.1% |