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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 | $28,605 | $183,592-84.4% | $155,567-81.6% | $145,959-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,749 | $5,315-29.5% | $4,674-19.8% | $4,661-19.6% |
| Participant deferral / active EE | $1,456 | $6,464-77.5% | $5,628-74.1% | $6,689-78.2% |
| Admin fee / account holder | $3,961 | $19,318-79.5% | $15,916-75.1% | $13,398-70.4% |