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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 | $30,863 | $157,276-80.4% | $141,177-78.1% | $152,885-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.68% | 64.33%-46.7pp | 71.40%-53.7pp | 345.39%-327.7pp |
| Employer contribution / active EE | $1,093 | $5,262-79.2% | $4,736-76.9% | $4,763-77.0% |
| Participant deferral / active EE | $732 | $7,110-89.7% | $6,710-89.1% | $5,851-87.5% |
| Admin fee / account holder | $344 | $12,123-97.2% | $10,263-96.6% | $11,598-97.0% |