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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 | $40,060 | $185,856-78.4% | $170,028-76.4% | $139,456-71.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.98% | 60.52%-43.5pp | 53.39%-36.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $3,156 | $7,593-58.4% | $6,788-53.5% | $4,753-33.6% |
| Participant deferral / active EE | $2,707 | $11,623-76.7% | $10,409-74.0% | $6,711-59.7% |
| Admin fee / account holder | $310 | $15,387-98.0% | $12,820-97.6% | $11,407-97.3% |