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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 | $44,617 | $202,463-78.0% | $169,397-73.7% | $139,487-68.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.37% | 532.64%-518.3pp | 406.23%-391.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $896 | $4,694-80.9% | $4,013-77.7% | $4,755-81.2% |
| Participant deferral / active EE | $538 | $6,941-92.2% | $6,223-91.4% | $6,713-92.0% |
| Admin fee / account holder | $853 | $10,726-92.0% | $9,017-90.5% | $11,407-92.5% |