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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 | $61,498 | $226,105-72.8% | $182,540-66.3% | $152,897-59.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.57% | 192.58%-180.0pp | 148.58%-136.0pp | 345.43%-332.9pp |
| Employer contribution / active EE | $3,077 | $4,978-38.2% | $4,076-24.5% | $4,764-35.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,576 | $10,706+36.2% | $8,593+69.6% | $11,599+25.7% |