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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 | $85,141 | $198,457-57.1% | $170,435-50.0% | $147,586-42.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.87% | 257.30%-244.4pp | 205.94%-193.1pp | 578.59%-565.7pp |
| Employer contribution / active EE | $8,337 | $6,183+34.8% | $5,432+53.5% | $4,876+71.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,380 | $16,852-85.9% | $13,881-82.9% | $10,886-78.1% |