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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 | $41,691 | $160,028-73.9% | $147,080-71.7% | $145,884-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.70% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,243 | $5,286-76.5% | $4,933-74.8% | $4,662-73.3% |
| Participant deferral / active EE | $1,772 | $8,422-79.0% | $8,066-78.0% | $6,690-73.5% |
| Admin fee / account holder | $941 | $15,030-93.7% | $12,989-92.8% | $13,392-93.0% |