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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 | $134,875 | $157,296-14.3% | $141,191-4.5% | $152,897-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.46% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-323.0pp |
| Employer contribution / active EE | $6,250 | $5,262+18.8% | $4,736+32.0% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,520 | $12,125-71.0% | $10,264-65.7% | $11,599-69.7% |