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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 | $29,206 | $159,934-81.7% | $147,005-80.1% | $145,959-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,864 | $5,287-64.8% | $4,934-62.2% | $4,661-60.0% |
| Participant deferral / active EE | $2,286 | $8,427-72.9% | $8,070-71.7% | $6,689-65.8% |
| Admin fee / account holder | $1,253 | $15,053-91.7% | $13,006-90.4% | $13,398-90.6% |