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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 | $34,223 | $157,296-78.2% | $141,191-75.8% | $152,897-77.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.33% | 64.34%-48.0pp | 71.41%-55.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $1,597 | $5,262-69.6% | $4,736-66.3% | $4,764-66.5% |
| Participant deferral / active EE | $1,667 | $7,111-76.6% | $6,710-75.2% | $5,851-71.5% |
| Admin fee / account holder | $1,760 | $12,125-85.5% | $10,264-82.8% | $11,599-84.8% |