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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 | $39,237 | $144,130-72.8% | $117,861-66.7% | $147,586-73.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.90% | 531.20%-515.3pp | 335.11%-319.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,160 | $4,897-76.3% | $3,786-69.4% | $4,876-76.2% |
| Participant deferral / active EE | $1,099 | $5,316-79.3% | $4,482-75.5% | $5,439-79.8% |
| Admin fee / account holder | $1,132 | $10,887-89.6% | $8,021-85.9% | $10,886-89.6% |