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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 | $40,144 | $217,432-81.5% | $185,851-78.4% | $167,553-76.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.91% | 148.43%-127.5pp | 122.11%-101.2pp | 478.89%-458.0pp |
| Employer contribution / active EE | $5,627 | $5,874-4.2% | $5,168+8.9% | $4,840+16.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,289 | $19,820-93.5% | $16,245-92.1% | $12,316-89.5% |