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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 | $58,244 | $217,427-73.2% | $185,837-68.7% | $167,518-65.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.60% | 148.39%-132.8pp | 122.08%-106.5pp | 478.71%-463.1pp |
| Employer contribution / active EE | $2,756 | $5,874-53.1% | $5,168-46.7% | $4,838-43.0% |
| Participant deferral / active EE | $2,077 | $6,357-67.3% | $5,568-62.7% | $6,342-67.3% |
| Admin fee / account holder | $1,031 | $19,816-94.8% | $16,241-93.7% | $12,312-91.6% |