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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 | $78,140 | $234,190-66.6% | $180,320-56.7% | $198,609-60.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 71.5%+11.8pp | 82.4%+1.0pp |
| Annual return | 10.10% | 1057.44%-1047.3pp | 778.54%-768.4pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,012 | $5,258-80.8% | $4,108-75.4% | $5,055-80.0% |
| Participant deferral / active EE | $714 | $4,988-85.7% | $4,304-83.4% | $6,977-89.8% |
| Admin fee / account holder | $437 | $12,558-96.5% | $10,000-95.6% | $19,030-97.7% |