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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 | $42,495 | $159,934-73.4% | $147,005-71.1% | $145,959-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,851 | $5,287-65.0% | $4,934-62.5% | $4,661-60.3% |
| Participant deferral / active EE | $2,396 | $8,427-71.6% | $8,070-70.3% | $6,689-64.2% |
| Admin fee / account holder | $956 | $15,053-93.6% | $13,006-92.6% | $13,398-92.9% |