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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 | $40,500 | $160,070-74.7% | $147,117-72.5% | $145,897-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,150 | $5,285-21.5% | $4,932-15.9% | $4,663-11.0% |
| Participant deferral / active EE | $1,926 | $8,419-77.1% | $8,065-76.1% | $6,689-71.2% |
| Admin fee / account holder | $1,033 | $15,035-93.1% | $12,993-92.0% | $13,390-92.3% |