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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 | $60,742 | $176,105-65.5% | $159,474-61.9% | $167,536-63.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.54% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $4,823 | $5,299-9.0% | $4,831-0.2% | $4,839-0.3% |
| Participant deferral / active EE | $600 | $7,751-92.3% | $7,353-91.8% | $6,342-90.5% |
| Admin fee / account holder | $495 | $12,559-96.1% | $10,802-95.4% | $12,315-96.0% |