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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 | $117,347 | $160,040-26.7% | $147,096-20.2% | $145,877-19.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $4,938 | $5,289-6.6% | $4,9360% | $4,663+5.9% |
| Participant deferral / active EE | $600 | $8,429-92.9% | $8,071-92.6% | $6,691-91.0% |
| Admin fee / account holder | $978 | $15,050-93.5% | $13,005-92.5% | $13,402-92.7% |