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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 | $61,407 | $134,817-54.5% | $123,973-50.5% | $155,188-60.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.7%+16.7pp | 80.8%+12.5pp |
| Annual return | 23.24% | 515.49%-492.3pp | 388.13%-364.9pp | 148.84%-125.6pp |
| Employer contribution / active EE | $12,446 | $4,425+181.2% | $4,126+201.7% | $4,248+193.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $515 | $13,245-96.1% | $11,799-95.6% | $14,480-96.4% |