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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 | $34,072 | $184,000-81.5% | $162,185-79.0% | $152,909-77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.32% | 150.80%-128.5pp | 115.61%-93.3pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,559 | $6,370-75.5% | $5,613-72.2% | $4,764-67.3% |
| Participant deferral / active EE | $779 | $8,033-90.3% | $7,297-89.3% | $5,851-86.7% |
| Admin fee / account holder | $398 | $13,124-97.0% | $10,844-96.3% | $11,601-96.6% |