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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 | $72,030 | $175,259-58.9% | $149,723-51.9% | $139,487-48.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.05% | 166.82%-152.8pp | 134.50%-120.5pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,601 | $5,478-70.8% | $4,821-66.8% | $4,755-66.3% |
| Participant deferral / active EE | $1,390 | $6,522-78.7% | $5,682-75.5% | $6,713-79.3% |
| Admin fee / account holder | $7,317 | $16,158-54.7% | $13,215-44.6% | $11,407-35.9% |