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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 | $96,755 | $63,773+51.7% | $81,286+19.0% | $80,925+19.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 312.41% | 16.37%+296.0pp | 24.80%+287.6pp | 35.65%+276.8pp |
| Employer contribution / active EE | $10,401 | $1,979+425.4% | $2,463+322.3% | $2,756+277.3% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,576 | $5,682-72.3% | $5,764-72.7% | $6,940-77.3% |