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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 | $116,111 | $167,030-30.5% | $135,768-14.5% | $155,188-25.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.00% | 678.39%-663.4pp | 526.10%-511.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $28,573 | $4,132+591.4% | $3,394+741.9% | $4,248+572.7% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $648 | $8,172-92.1% | $7,048-90.8% | $14,480-95.5% |