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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 | $21,003 | $175,259-88.0% | $149,723-86.0% | $139,487-84.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.11% | 166.82%-149.7pp | 134.50%-117.4pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,468 | $5,478-55.0% | $4,821-48.8% | $4,755-48.1% |
| Participant deferral / active EE | $767 | $6,522-88.2% | $5,682-86.5% | $6,713-88.6% |
| Admin fee / account holder | $3,032 | $16,158-81.2% | $13,215-77.1% | $11,407-73.4% |