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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 | $46,309 | $144,130-67.9% | $117,861-60.7% | $147,586-68.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.98% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $10,383 | $4,897+112.0% | $3,786+174.2% | $4,876+112.9% |
| Participant deferral / active EE | $708 | $5,316-86.7% | $4,482-84.2% | $5,439-87.0% |
| Admin fee / account holder | $532 | $10,887-95.1% | $8,021-93.4% | $10,886-95.1% |