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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 | $116,020 | $125,190-7.3% | $105,624+9.8% | $145,897-20.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.27% | 225.22%-216.9pp | 116.20%-107.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $40,353 | $3,720+984.7% | $3,168+1173.9% | $4,663+765.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $545 | $17,138-96.8% | $10,961-95.0% | $13,390-95.9% |