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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 | $52,546 | $160,059-67.2% | $140,019-62.5% | $135,379-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.72% | 911.44%-909.7pp | 651.15%-649.4pp | 519.79%-518.1pp |
| Employer contribution / active EE | $1,591 | $6,420-75.2% | $5,605-71.6% | $4,779-66.7% |
| Participant deferral / active EE | $1,524 | $7,641-80.1% | $6,927-78.0% | $5,609-72.8% |
| Admin fee / account holder | $746 | $13,328-94.4% | $10,705-93.0% | $10,828-93.1% |