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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 | $86,029 | $148,582-42.1% | $135,942-36.7% | $139,456-38.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.58% | 79.26%-59.7pp | 68.28%-48.7pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,946 | $5,245-62.9% | $4,858-59.9% | $4,753-59.1% |
| Participant deferral / active EE | $500 | $8,101-93.8% | $7,759-93.6% | $6,711-92.5% |
| Admin fee / account holder | $3,630 | $12,402-70.7% | $10,764-66.3% | $11,407-68.2% |