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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 | $43,406 | $165,399-73.8% | $149,745-71.0% | $158,982-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.68% | 348.34%-337.7pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,750 | $5,105-65.7% | $4,646-62.3% | $4,763-63.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,128 | $10,811-80.3% | $9,312-77.2% | $11,252-81.1% |