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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 | $66,245 | $217,432-69.5% | $185,851-64.4% | $167,553-60.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.27% | 148.43%-139.2pp | 122.11%-112.8pp | 478.89%-469.6pp |
| Employer contribution / active EE | $3,923 | $5,874-33.2% | $5,168-24.1% | $4,840-19.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,277 | $19,820-88.5% | $16,245-86.0% | $12,316-81.5% |