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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 | $43,008 | $160,028-73.1% | $147,080-70.8% | $145,884-70.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.77% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,383 | $5,286-73.8% | $4,933-72.0% | $4,662-70.3% |
| Participant deferral / active EE | $2,546 | $8,422-69.8% | $8,066-68.4% | $6,690-61.9% |
| Admin fee / account holder | $961 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |