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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 | $58,576 | $227,399-74.2% | $189,758-69.1% | $198,609-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.55% | 61.03%-52.5pp | 52.62%-44.1pp | 202.70%-194.1pp |
| Employer contribution / active EE | $2,028 | $5,526-63.3% | $4,767-57.5% | $5,055-59.9% |
| Participant deferral / active EE | $796 | $6,837-88.4% | $5,856-86.4% | $6,977-88.6% |
| Admin fee / account holder | $17,007 | $25,162-32.4% | $20,388-16.6% | $19,030-10.6% |