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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 | $53,496 | $108,942-50.9% | $100,415-46.7% | $145,897-63.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 58.27%-45.5pp | 49.47%-36.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $5,728 | $4,422+29.5% | $3,943+45.3% | $4,663+22.9% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $452 | $9,702-95.3% | $7,906-94.3% | $13,390-96.6% |