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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 | $58,068 | $159,934-63.7% | $147,005-60.5% | $145,959-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 98.24%-84.8pp | 418.76%-405.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,745 | $5,287-67.0% | $4,934-64.6% | $4,661-62.6% |
| Participant deferral / active EE | $2,303 | $8,427-72.7% | $8,070-71.5% | $6,689-65.6% |
| Admin fee / account holder | $1,103 | $15,053-92.7% | $13,006-91.5% | $13,398-91.8% |