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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 | $75,927 | $112,121-32.3% | $95,960-20.9% | $158,966-52.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.40% | 171.16%-162.8pp | 91.63%-83.2pp | 302.95%-294.5pp |
| Employer contribution / active EE | $1,597 | $3,199-50.1% | $2,541-37.2% | $4,762-66.5% |
| Participant deferral / active EE | $1,494 | $4,784-68.8% | $4,167-64.1% | $5,983-75.0% |
| Admin fee / account holder | $552 | $10,135-94.5% | $6,797-91.9% | $11,250-95.1% |