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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 | $45,903 | $198,457-76.9% | $170,435-73.1% | $147,586-68.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.35% | 257.30%-248.0pp | 205.94%-196.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,358 | $6,183-78.0% | $5,432-75.0% | $4,876-72.2% |
| Participant deferral / active EE | $909 | $5,629-83.8% | $4,939-81.6% | $5,439-83.3% |
| Admin fee / account holder | $15,410 | $16,852-8.6% | $13,881+11.0% | $10,886+41.6% |