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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 | $18,679 | $160,040-88.3% | $147,096-87.3% | $145,877-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,033 | $5,289-61.6% | $4,936-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $2,535 | $8,429-69.9% | $8,071-68.6% | $6,691-62.1% |
| Admin fee / account holder | $23,462 | $15,050+55.9% | $13,005+80.4% | $13,402+75.1% |