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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 | $105,849 | $180,749-41.4% | $160,784-34.2% | $137,256-22.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.01% | 2234.46%-2221.5pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,833 | $4,155+40.4% | $3,733+56.3% | $4,156+40.4% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,086 | $10,397-89.6% | $9,717-88.8% | $12,270-91.2% |