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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 | $61,116 | $202,440-69.8% | $169,390-63.9% | $139,466-56.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 532.36%-521.4pp | 406.07%-395.1pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,723 | $4,693-63.3% | $4,013-57.0% | $4,754-63.7% |
| Participant deferral / active EE | $631 | $6,940-90.9% | $6,222-89.9% | $6,712-90.6% |
| Admin fee / account holder | $1,533 | $10,722-85.7% | $9,015-83.0% | $11,409-86.6% |