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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 | $56,031 | $176,120-68.2% | $159,487-64.9% | $167,553-66.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 139.54% | 331.95%-192.4pp | 263.71%-124.2pp | 478.89%-339.4pp |
| Employer contribution / active EE | $1,167 | $5,299-78.0% | $4,831-75.8% | $4,840-75.9% |
| Participant deferral / active EE | $2,057 | $7,752-73.5% | $7,354-72.0% | $6,343-67.6% |
| Admin fee / account holder | $362 | $12,561-97.1% | $10,804-96.7% | $12,316-97.1% |