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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 | $21,484 | $160,028-86.6% | $147,080-85.4% | $145,884-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.62% | 98.60%-78.0pp | 420.17%-399.6pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,910 | $5,286-63.9% | $4,933-61.3% | $4,662-59.0% |
| Participant deferral / active EE | $2,054 | $8,422-75.6% | $8,066-74.5% | $6,690-69.3% |
| Admin fee / account holder | $3,559 | $15,030-76.3% | $12,989-72.6% | $13,392-73.4% |