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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 | $40,501 | $166,268-75.6% | $165,100-75.5% | $145,897-72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.02% | 100.52%-89.5pp | 70.21%-59.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,555 | $5,284-13.8% | $4,348+4.8% | $4,663-2.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,333 | $16,659-92.0% | $12,696-89.5% | $13,390-90.0% |