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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 | $65,031 | $58,828+10.5% | $78,002-16.6% | $62,881+3.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.24% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,777 | $1,672+6.3% | $2,470-28.0% | $2,281-22.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,116 | $4,393+130.3% | $5,481+84.6% | $4,296+135.5% |