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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 | $45,680 | $217,427-79.0% | $185,837-75.4% | $167,518-72.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.80% | 148.39%-136.6pp | 122.08%-110.3pp | 478.71%-466.9pp |
| Employer contribution / active EE | $1,752 | $5,874-70.2% | $5,168-66.1% | $4,838-63.8% |
| Participant deferral / active EE | $1,819 | $6,357-71.4% | $5,568-67.3% | $6,342-71.3% |
| Admin fee / account holder | $387 | $19,816-98.0% | $16,241-97.6% | $12,312-96.9% |