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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 | $17,514 | $159,934-89.0% | $147,005-88.1% | $145,959-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,725 | $5,287-67.4% | $4,934-65.0% | $4,661-63.0% |
| Participant deferral / active EE | $1,552 | $8,427-81.6% | $8,070-80.8% | $6,689-76.8% |
| Admin fee / account holder | $628 | $15,053-95.8% | $13,006-95.2% | $13,398-95.3% |