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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 | $32,746 | $148,629-78.0% | $135,982-75.9% | $139,487-76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.23% | 79.33%-49.1pp | 68.32%-38.1pp | 373.84%-343.6pp |
| Employer contribution / active EE | $10,376 | $5,247+97.8% | $4,859+113.5% | $4,755+118.2% |
| Participant deferral / active EE | $1,225 | $8,102-84.9% | $7,760-84.2% | $6,713-81.7% |
| Admin fee / account holder | $3,855 | $12,406-68.9% | $10,767-64.2% | $11,407-66.2% |