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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 | $31,911 | $138,102-76.9% | $125,381-74.5% | $134,532-76.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.01% | 750.73%-748.7pp | 572.31%-570.3pp | 418.27%-416.3pp |
| Employer contribution / active EE | $1,537 | $5,245-70.7% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $2,336 | $7,801-70.1% | $7,448-68.6% | $6,401-63.5% |
| Admin fee / account holder | $1,275 | $11,568-89.0% | $10,007-87.3% | $11,429-88.8% |