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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 | $28,275 | $226,105-87.5% | $182,540-84.5% | $152,897-81.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.87% | 192.58%-177.7pp | 148.58%-133.7pp | 345.43%-330.6pp |
| Employer contribution / active EE | $2,147 | $4,978-56.9% | $4,076-47.3% | $4,764-54.9% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,128 | $10,706-89.5% | $8,593-86.9% | $11,599-90.3% |