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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 | $160,070-73.5% | $147,117-71.1% | $145,897-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,851 | $5,285-65.0% | $4,932-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $2,396 | $8,419-71.5% | $8,065-70.3% | $6,689-64.2% |
| Admin fee / account holder | $956 | $15,035-93.6% | $12,993-92.6% | $13,390-92.9% |