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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 | $28,639 | $217,427-86.8% | $185,837-84.6% | $167,518-82.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.93% | 148.39%-136.5pp | 122.08%-110.1pp | 478.71%-466.8pp |
| Employer contribution / active EE | $2,618 | $5,874-55.4% | $5,168-49.3% | $4,838-45.9% |
| Participant deferral / active EE | $1,748 | $6,357-72.5% | $5,568-68.6% | $6,342-72.4% |
| Admin fee / account holder | $351 | $19,816-98.2% | $16,241-97.8% | $12,312-97.2% |