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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 | $41,880 | $183,539-77.2% | $155,556-73.1% | $145,897-71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.51% | 61.31%-26.8pp | 64.84%-30.3pp | 552.29%-517.8pp |
| Employer contribution / active EE | $8,571 | $5,315+61.3% | $4,675+83.3% | $4,663+83.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $447 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |