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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 | $27,349 | $183,539-85.1% | $155,556-82.4% | $145,897-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 93.93% | 61.31%+32.6pp | 64.84%+29.1pp | 552.29%-458.4pp |
| Employer contribution / active EE | $5,071 | $5,315-4.6% | $4,675+8.5% | $4,663+8.8% |
| Participant deferral / active EE | $57 | $6,467-99.1% | $5,631-99.0% | $6,689-99.1% |
| Admin fee / account holder | $19,685 | $19,275+2.1% | $15,885+23.9% | $13,390+47.0% |