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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 | $72,712 | $166,242-56.3% | $165,071-56.0% | $145,884-50.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.31% | 100.44%-87.1pp | 70.17%-56.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,694 | $5,283-49.0% | $4,347-38.0% | $4,662-42.2% |
| Participant deferral / active EE | $1,931 | $6,964-72.3% | $6,035-68.0% | $6,690-71.1% |
| Admin fee / account holder | $805 | $16,658-95.2% | $12,695-93.7% | $13,392-94.0% |