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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 | $99,587 | $166,131-40.1% | $164,975-39.6% | $145,877-31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.41% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $13,985 | $5,276+165.1% | $4,343+222.0% | $4,663+199.9% |
| Participant deferral / active EE | $794 | $6,962-88.6% | $6,033-86.8% | $6,691-88.1% |
| Admin fee / account holder | $3,733 | $16,648-77.6% | $12,688-70.6% | $13,402-72.1% |