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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 | $74,290 | $176,077-57.8% | $159,455-53.4% | $167,518-55.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.89% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $3,264 | $5,298-38.4% | $4,830-32.4% | $4,838-32.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $969 | $12,556-92.3% | $10,800-91.0% | $12,312-92.1% |