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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 | $86,818 | $102,595-15.4% | $94,057-7.7% | $154,746-43.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.89% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $889 | $3,147-71.8% | $2,933-69.7% | $4,379-79.7% |
| Participant deferral / active EE | $915 | $5,118-82.1% | $4,709-80.6% | $6,730-86.4% |
| Admin fee / account holder | $9,984 | $7,736+29.1% | $7,244+37.8% | $14,365-30.5% |