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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 | $43,751 | $209,428-79.1% | $178,498-75.5% | $158,950-72.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.89% | 188.78%-178.9pp | 151.09%-141.2pp | 302.91%-293.0pp |
| Employer contribution / active EE | $1,424 | $5,707-75.0% | $5,011-71.6% | $4,762-70.1% |
| Participant deferral / active EE | $1,627 | $5,955-72.7% | $5,202-68.7% | $5,983-72.8% |
| Admin fee / account holder | $1,262 | $17,077-92.6% | $13,985-91.0% | $11,248-88.8% |