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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% | $155,574-72.6% | $145,877-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,269 | $5,317-76.1% | $4,676-72.9% | $4,663-72.8% |
| Participant deferral / active EE | $1,432 | $6,466-77.9% | $5,629-74.6% | $6,691-78.6% |
| Admin fee / account holder | $3,561 | $19,316-81.6% | $15,914-77.6% | $13,402-73.4% |