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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 | $24,549 | $159,978-84.7% | $147,041-83.3% | $145,978-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $4,577 | $5,288-13.5% | $4,935-7.3% | $4,662-1.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,810 | $15,053-21.5% | $13,006-9.2% | $13,400-11.9% |