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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 | $30,565 | $125,193-75.6% | $105,591-71.1% | $145,978-79.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.26% | 225.53%-217.3pp | 116.43%-108.2pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,143 | $3,718-69.3% | $3,166-63.9% | $4,662-75.5% |
| Participant deferral / active EE | $1,565 | $5,708-72.6% | $5,008-68.8% | $6,690-76.6% |
| Admin fee / account holder | $621 | $17,277-96.4% | $11,024-94.4% | $13,400-95.4% |