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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 | $106,078 | $166,089-36.1% | $164,928-35.7% | $145,978-27.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.24% | 100.26%-91.0pp | 70.08%-60.8pp | 550.52%-541.3pp |
| Employer contribution / active EE | $19,792 | $5,276+275.1% | $4,343+355.7% | $4,662+324.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $973 | $16,641-94.2% | $12,684-92.3% | $13,400-92.7% |