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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 | $39,785 | $160,059-75.1% | $140,019-71.6% | $135,380-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.50% | 911.48%-910.0pp | 651.17%-649.7pp | 519.81%-518.3pp |
| Employer contribution / active EE | $1,874 | $6,420-70.8% | $5,605-66.6% | $4,779-60.8% |
| Participant deferral / active EE | $2,237 | $7,641-70.7% | $6,927-67.7% | $5,609-60.1% |
| Admin fee / account holder | $2,533 | $13,328-81.0% | $10,705-76.3% | $10,828-76.6% |