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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 | $40,068 | $152,619-73.7% | $125,195-68.0% | $152,909-73.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.85% | 54.85%-34.0pp | 43.79%-22.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,374 | $4,947-72.2% | $3,866-64.5% | $4,764-71.2% |
| Participant deferral / active EE | $1,038 | $5,869-82.3% | $4,937-79.0% | $5,851-82.3% |
| Admin fee / account holder | $810 | $13,437-94.0% | $9,704-91.7% | $11,601-93.0% |