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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 | $76,099 | $202,440-62.4% | $169,390-55.1% | $139,466-45.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 532.36%-517.6pp | 406.07%-391.3pp | 373.66%-358.9pp |
| Employer contribution / active EE | $4,342 | $4,693-7.5% | $4,013+8.2% | $4,754-8.7% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,359 | $10,722-78.0% | $9,015-73.8% | $11,409-79.3% |