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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 | $128,977 | $176,077-26.8% | $159,455-19.1% | $167,518-23.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.22% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,880 | $5,298-64.5% | $4,830-61.1% | $4,838-61.1% |
| Participant deferral / active EE | $792 | $7,751-89.8% | $7,353-89.2% | $6,342-87.5% |
| Admin fee / account holder | $10,341 | $12,556-17.6% | $10,800-4.3% | $12,312-16.0% |