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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 | $55,928 | $160,070-65.1% | $147,117-62.0% | $145,897-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,259 | $5,285-76.2% | $4,932-74.5% | $4,663-73.0% |
| Participant deferral / active EE | $1,584 | $8,419-81.2% | $8,065-80.4% | $6,689-76.3% |
| Admin fee / account holder | $4,194 | $15,035-72.1% | $12,993-67.7% | $13,390-68.7% |