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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 | $81,458 | $211,288-61.4% | $178,540-54.4% | $145,884-44.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 33.35% | 30.27%+3.1pp | 27.15%+6.2pp | 551.85%-518.5pp |
| Employer contribution / active EE | $27,616 | $4,574+503.8% | $3,953+598.6% | $4,662+492.3% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $564 | $12,105-95.3% | $10,424-94.6% | $13,392-95.8% |