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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 | $70,308 | $160,059-56.1% | $140,019-49.8% | $135,380-48.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.36% | 911.48%-910.1pp | 651.17%-649.8pp | 519.81%-518.4pp |
| Employer contribution / active EE | $1,600 | $6,420-75.1% | $5,605-71.5% | $4,779-66.5% |
| Participant deferral / active EE | $1,032 | $7,641-86.5% | $6,927-85.1% | $5,609-81.6% |
| Admin fee / account holder | $7,027 | $13,328-47.3% | $10,705-34.4% | $10,828-35.1% |