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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 | $115,068 | $202,463-43.2% | $169,397-32.1% | $139,487-17.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 532.64%-518.1pp | 406.23%-391.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $3,600 | $4,694-23.3% | $4,013-10.3% | $4,755-24.3% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,684 | $10,726-84.3% | $9,017-81.3% | $11,407-85.2% |