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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 | $31,621 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 347.24% | 74.59%+272.7pp | 66.58%+280.7pp | 220.34%+126.9pp |
| Employer contribution / active EE | $1,480 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $2,138 | $8,216-74.0% | $7,897-72.9% | $6,407-66.6% |
| Admin fee / account holder | $518 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |