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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 | $83,377 | $138,075-39.6% | $123,552-32.5% | $135,379-38.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.50% | 153.70%-146.2pp | 119.20%-111.7pp | 519.79%-512.3pp |
| Employer contribution / active EE | $1,098 | $5,152-78.7% | $4,628-76.3% | $4,779-77.0% |
| Participant deferral / active EE | $1,589 | $6,800-76.6% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $26,212 | $10,917+140.1% | $9,285+182.3% | $10,828+142.1% |