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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 | $152,426 | $160,040-4.8% | $147,096+3.6% | $145,877+4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.96% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $10,000 | $5,289+89.1% | $4,936+102.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $758 | $15,050-95.0% | $13,005-94.2% | $13,402-94.3% |