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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 | $160,040-63.7% | $147,096-60.5% | $145,877-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,745 | $5,289-67.0% | $4,936-64.6% | $4,663-62.6% |
| Participant deferral / active EE | $2,303 | $8,429-72.7% | $8,071-71.5% | $6,691-65.6% |
| Admin fee / account holder | $1,103 | $15,050-92.7% | $13,005-91.5% | $13,402-91.8% |