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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 | $99,507 | $168,635-41.0% | $147,617-32.6% | $125,389-20.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.52% | 77.65%-73.1pp | 61.98%-57.5pp | 282.24%-277.7pp |
| Employer contribution / active EE | $11,646 | $6,252+86.3% | $5,564+109.3% | $4,866+139.3% |
| Participant deferral / active EE | $1,044 | $5,507-81.0% | $4,895-78.7% | $5,352-80.5% |
| Admin fee / account holder | $122,185 | $13,580+799.7% | $11,612+952.3% | $9,541+1180.7% |