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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 | $64,490 | $159,934-59.7% | $147,005-56.1% | $145,959-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.24%-86.4pp | 418.76%-407.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,085 | $5,287-60.6% | $4,934-57.7% | $4,661-55.3% |
| Participant deferral / active EE | $2,300 | $8,427-72.7% | $8,070-71.5% | $6,689-65.6% |
| Admin fee / account holder | $717 | $15,053-95.2% | $13,006-94.5% | $13,398-94.7% |