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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 | $42,574 | $183,592-76.8% | $155,567-72.6% | $145,959-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,269 | $5,315-76.1% | $4,674-72.8% | $4,661-72.8% |
| Participant deferral / active EE | $1,432 | $6,464-77.9% | $5,628-74.6% | $6,689-78.6% |
| Admin fee / account holder | $3,561 | $19,318-81.6% | $15,916-77.6% | $13,398-73.4% |