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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 | $74,259 | $109,904-32.4% | $97,167-23.6% | $145,959-49.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.93% | 243.43%-234.5pp | 75.27%-66.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,667 | $3,084-46.0% | $2,729-38.9% | $4,661-64.2% |
| Participant deferral / active EE | $650 | $4,676-86.1% | $4,264-84.8% | $6,689-90.3% |
| Admin fee / account holder | $417 | $6,216-93.3% | $5,650-92.6% | $13,398-96.9% |