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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 | $26,416 | $159,978-83.5% | $147,041-82.0% | $145,978-81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.14% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,005 | $5,288-62.1% | $4,935-59.4% | $4,662-57.0% |
| Participant deferral / active EE | $1,000 | $8,429-88.1% | $8,071-87.6% | $6,690-85.1% |
| Admin fee / account holder | $5,829 | $15,053-61.3% | $13,006-55.2% | $13,400-56.5% |