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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 | $42,017 | $157,304-73.3% | $141,197-70.2% | $152,909-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 144.86% | 64.34%+80.5pp | 71.41%+73.5pp | 345.46%-200.6pp |
| Employer contribution / active EE | $2,147 | $5,263-59.2% | $4,736-54.7% | $4,764-54.9% |
| Participant deferral / active EE | $106 | $7,111-98.5% | $6,710-98.4% | $5,851-98.2% |
| Admin fee / account holder | $2,945 | $12,126-75.7% | $10,265-71.3% | $11,601-74.6% |