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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 | $47,741 | $169,356-71.8% | $129,406-63.1% | $145,897-67.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.97% | 14418.62%-14407.6pp | 9468.18%-9457.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $17,873 | $5,542+222.5% | $4,155+330.1% | $4,663+283.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $339 | $9,915-96.6% | $7,689-95.6% | $13,390-97.5% |