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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 | $76,641 | $157,304-51.3% | $141,197-45.7% | $152,909-49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.77% | 64.34%-49.6pp | 71.41%-56.6pp | 345.46%-330.7pp |
| Employer contribution / active EE | $22,772 | $5,263+332.7% | $4,736+380.8% | $4,764+378.0% |
| Participant deferral / active EE | $1,680 | $7,111-76.4% | $6,710-75.0% | $5,851-71.3% |
| Admin fee / account holder | $329 | $12,126-97.3% | $10,265-96.8% | $11,601-97.2% |