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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 | $35,585 | $160,059-77.8% | $140,019-74.6% | $135,380-73.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.17% | 911.48%-909.3pp | 651.17%-649.0pp | 519.81%-517.6pp |
| Employer contribution / active EE | $2,898 | $6,420-54.9% | $5,605-48.3% | $4,779-39.4% |
| Participant deferral / active EE | $2,646 | $7,641-65.4% | $6,927-61.8% | $5,609-52.8% |
| Admin fee / account holder | $1,463 | $13,328-89.0% | $10,705-86.3% | $10,828-86.5% |