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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 | $52,383 | $166,268-68.5% | $165,100-68.3% | $145,897-64.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.85% | 100.52%-91.7pp | 70.21%-61.4pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,474 | $5,284-34.3% | $4,348-20.1% | $4,663-25.5% |
| Participant deferral / active EE | $1,973 | $6,964-71.7% | $6,035-67.3% | $6,689-70.5% |
| Admin fee / account holder | $2,661 | $16,659-84.0% | $12,696-79.0% | $13,390-80.1% |