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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 | $88,666 | $165,381-46.4% | $149,730-40.8% | $158,966-44.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.39% | 348.29%-337.9pp | 276.70%-266.3pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,564 | $5,104-69.4% | $4,645-66.3% | $4,762-67.2% |
| Participant deferral / active EE | $1,712 | $7,182-76.2% | $6,843-75.0% | $5,983-71.4% |
| Admin fee / account holder | $33,333 | $10,809+208.4% | $9,310+258.0% | $11,250+196.3% |