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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 | $61,124 | $87,733-30.3% | $106,554-42.6% | $85,851-28.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 80.34% | 21.86%+58.5pp | 26.80%+53.5pp | 318.63%-238.3pp |
| Employer contribution / active EE | $7,892 | $2,073+280.7% | $2,819+179.9% | $2,565+207.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,865 | $6,767-72.4% | $7,408-74.8% | $6,261-70.2% |