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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 | $30,363 | $190,879-84.1% | $160,009-81.0% | $134,532-77.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.08% | 552.63%-550.5pp | 408.85%-406.8pp | 418.27%-416.2pp |
| Employer contribution / active EE | $2,435 | $4,995-51.3% | $4,225-42.4% | $4,741-48.6% |
| Participant deferral / active EE | $1,236 | $6,924-82.2% | $6,183-80.0% | $6,401-80.7% |
| Admin fee / account holder | $994 | $10,495-90.5% | $8,715-88.6% | $11,429-91.3% |