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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 | $44,305 | $118,708-62.7% | $98,920-55.2% | $158,966-72.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.20% | 372.49%-351.3pp | 196.47%-175.3pp | 302.95%-281.7pp |
| Employer contribution / active EE | $939 | $3,334-71.8% | $2,689-65.1% | $4,762-80.3% |
| Participant deferral / active EE | $83 | $5,089-98.4% | $4,245-98.0% | $5,983-98.6% |
| Admin fee / account holder | $2,928 | $10,134-71.1% | $6,643-55.9% | $11,250-74.0% |