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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 | $77,288 | $227,399-66.0% | $189,758-59.3% | $198,609-61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.79% | 61.03%-49.2pp | 52.62%-40.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $27,793 | $5,526+402.9% | $4,767+483.1% | $5,055+449.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,130 | $25,162-91.5% | $20,388-89.6% | $19,030-88.8% |