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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 | $34,167 | $165,399-79.3% | $149,745-77.2% | $158,982-78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.66% | 348.34%-339.7pp | 276.72%-268.1pp | 302.99%-294.3pp |
| Employer contribution / active EE | $1,107 | $5,105-78.3% | $4,646-76.2% | $4,763-76.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $335 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |