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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 | $65,419 | $148,623-56.0% | $135,974-51.9% | $139,466-53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.18% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.5pp |
| Employer contribution / active EE | $11,975 | $5,246+128.2% | $4,859+146.4% | $4,754+151.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,278 | $12,406-89.7% | $10,767-88.1% | $11,409-88.8% |