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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 | $45,773 | $125,190-63.4% | $105,624-56.7% | $145,897-68.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.67% | 225.22%-205.5pp | 116.20%-96.5pp | 552.29%-532.6pp |
| Employer contribution / active EE | $1,558 | $3,720-58.1% | $3,168-50.8% | $4,663-66.6% |
| Participant deferral / active EE | $194 | $5,716-96.6% | $5,013-96.1% | $6,689-97.1% |
| Admin fee / account holder | $544 | $17,138-96.8% | $10,961-95.0% | $13,390-95.9% |