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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 | $38,030 | $176,120-78.4% | $159,487-76.2% | $167,553-77.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.59% | 331.95%-317.4pp | 263.71%-249.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,846 | $5,299-65.2% | $4,831-61.8% | $4,840-61.9% |
| Participant deferral / active EE | $919 | $7,752-88.1% | $7,354-87.5% | $6,343-85.5% |
| Admin fee / account holder | $1,474 | $12,561-88.3% | $10,804-86.4% | $12,316-88.0% |