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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 | $48,871 | $112,131-56.4% | $95,964-49.1% | $158,982-69.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.66% | 171.19%-151.5pp | 91.64%-72.0pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,580 | $3,199-50.6% | $2,541-37.8% | $4,763-66.8% |
| Participant deferral / active EE | $1,495 | $4,784-68.7% | $4,167-64.1% | $5,983-75.0% |
| Admin fee / account holder | $1,344 | $10,136-86.7% | $6,797-80.2% | $11,252-88.1% |