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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 | $43,140 | $175,231-75.4% | $149,696-71.2% | $139,466-69.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.82% | 166.77%-153.0pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,604 | $5,478-70.7% | $4,821-66.7% | $4,754-66.3% |
| Participant deferral / active EE | $26 | $6,521-99.6% | $5,682-99.5% | $6,712-99.6% |
| Admin fee / account holder | $347 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |