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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 | $65,600 | $227,399-71.2% | $189,758-65.4% | $198,609-67.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.56% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,494 | $5,526-54.9% | $4,767-47.7% | $5,055-50.7% |
| Participant deferral / active EE | $3,233 | $6,837-52.7% | $5,856-44.8% | $6,977-53.7% |
| Admin fee / account holder | $961 | $25,162-96.2% | $20,388-95.3% | $19,030-95.0% |