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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 | $55,468 | $144,130-61.5% | $117,860-52.9% | $147,585-62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.86% | 531.20%-513.3pp | 335.10%-317.2pp | 578.58%-560.7pp |
| Employer contribution / active EE | $1,151 | $4,897-76.5% | $3,786-69.6% | $4,876-76.4% |
| Participant deferral / active EE | $1,337 | $5,316-74.9% | $4,482-70.2% | $5,439-75.4% |
| Admin fee / account holder | $905 | $10,887-91.7% | $8,021-88.7% | $10,886-91.7% |