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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 | $61,460 | $160,070-61.6% | $147,117-58.2% | $145,897-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.45% | 98.69%-81.2pp | 420.54%-403.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,986 | $5,285-62.4% | $4,932-59.7% | $4,663-57.4% |
| Participant deferral / active EE | $2,410 | $8,419-71.4% | $8,065-70.1% | $6,689-64.0% |
| Admin fee / account holder | $51,364 | $15,035+241.6% | $12,993+295.3% | $13,390+283.6% |