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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 | $20,448 | $129,737-84.2% | $119,126-82.8% | $154,746-86.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.28% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $5,687 | $4,375+30.0% | $4,034+41.0% | $4,379+29.9% |
| Participant deferral / active EE | $1,485 | $5,842-74.6% | $5,318-72.1% | $6,730-77.9% |
| Admin fee / account holder | $483 | $11,961-96.0% | $10,693-95.5% | $14,365-96.6% |