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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 | $97,254 | $227,399-57.2% | $189,758-48.7% | $198,609-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.04% | 61.03%-50.0pp | 52.62%-41.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $3,156 | $5,526-42.9% | $4,767-33.8% | $5,055-37.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $814 | $25,162-96.8% | $20,388-96.0% | $19,030-95.7% |