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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 | $154,136 | $160,040-3.7% | $147,096+4.8% | $145,877+5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.13% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $24,600 | $5,289+365.1% | $4,936+398.4% | $4,663+427.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,076 | $15,050-72.9% | $13,005-68.7% | $13,402-69.6% |