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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 | $57,811 | $227,566-74.6% | $189,558-69.5% | $167,518-65.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 10.62% | 78.43%-67.8pp | 64.19%-53.6pp | 478.71%-468.1pp |
| Employer contribution / active EE | $6,327 | $5,316+19.0% | $4,412+43.4% | $4,838+30.8% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,000 | $11,881-91.6% | $9,809-89.8% | $12,312-91.9% |