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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 | $60,641 | $227,597-73.4% | $189,575-68.0% | $167,536-63.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 274.88% | 78.44%+196.4pp | 64.19%+210.7pp | 478.82%-203.9pp |
| Employer contribution / active EE | $1,209 | $5,316-77.3% | $4,412-72.6% | $4,839-75.0% |
| Participant deferral / active EE | $571 | $7,002-91.8% | $6,174-90.8% | $6,342-91.0% |
| Admin fee / account holder | $3,625 | $11,877-69.5% | $9,806-63.0% | $12,315-70.6% |