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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 | $62,687 | $78,425-20.1% | $95,956-34.7% | $79,858-21.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.07% | 19.37%-0.3pp | 91.63%-72.6pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,536 | $3,440-55.3% | $4,167-63.1% | $3,740-58.9% |
| Admin fee / account holder | $6,898 | $5,622+22.7% | $6,797+1.5% | $5,306+30.0% |