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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 | $90,304 | $157,276-42.6% | $141,177-36.0% | $152,885-40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.93% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,235 | $5,262-76.5% | $4,736-73.9% | $4,763-74.1% |
| Participant deferral / active EE | $400 | $7,110-94.4% | $6,710-94.0% | $5,851-93.2% |
| Admin fee / account holder | $503 | $12,123-95.9% | $10,263-95.1% | $11,598-95.7% |