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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 | $62,100 | $208,088-70.2% | $186,193-66.6% | $154,746-59.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.27% | 89.97%-71.7pp | 78.03%-59.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $4,545 | $4,340+4.7% | $3,918+16.0% | $4,379+3.8% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $668 | $11,698-94.3% | $11,058-94.0% | $14,365-95.3% |