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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 | $44,231 | $289,211-84.7% | $260,467-83.0% | $198,609-77.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 12.34% | 112.90%-100.6pp | 100.60%-88.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $4,167 | $4,663-10.6% | $4,239-1.7% | $5,055-17.6% |
| Participant deferral / active EE | $1,380 | $6,812-79.7% | $6,319-78.2% | $6,977-80.2% |
| Admin fee / account holder | $772 | $16,236-95.2% | $15,461-95.0% | $19,030-95.9% |