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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 | $54,593 | $171,492-68.2% | $150,734-63.8% | $198,609-72.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.68% | 804.70%-794.0pp | 600.81%-590.1pp | 202.70%-192.0pp |
| Employer contribution / active EE | $1,524 | $5,470-72.1% | $4,918-69.0% | $5,055-69.9% |
| Participant deferral / active EE | $71 | $6,259-98.9% | $5,610-98.7% | $6,977-99.0% |
| Admin fee / account holder | $2,195 | $17,628-87.5% | $14,905-85.3% | $19,030-88.5% |