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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 | $140,229 | $157,304-10.9% | $141,197-0.7% | $152,909-8.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 115.71% | 64.34%+51.4pp | 71.41%+44.3pp | 345.46%-229.8pp |
| Employer contribution / active EE | $20,000 | $5,263+280.0% | $4,736+322.3% | $4,764+319.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,333 | $12,126-89.0% | $10,265-87.0% | $11,601-88.5% |