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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 | $90,891 | $171,492-47.0% | $150,734-39.7% | $198,609-54.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.02% | 804.70%-791.7pp | 600.81%-587.8pp | 202.70%-189.7pp |
| Employer contribution / active EE | $11,694 | $5,470+113.8% | $4,918+137.8% | $5,055+131.3% |
| Participant deferral / active EE | $1,200 | $6,259-80.8% | $5,610-78.6% | $6,977-82.8% |
| Admin fee / account holder | $13,242 | $17,628-24.9% | $14,905-11.2% | $19,030-30.4% |