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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 | $29,305 | $180,749-83.8% | $160,784-81.8% | $137,256-78.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.91% | 2234.46%-2208.6pp | 1803.92%-1778.0pp | 220.34%-194.4pp |
| Employer contribution / active EE | $9,695 | $4,155+133.3% | $3,733+159.7% | $4,156+133.3% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $323 | $10,397-96.9% | $9,717-96.7% | $12,270-97.4% |