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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 | $183,627-85.1% | $155,602-82.4% | $145,978-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 93.93% | 61.32%+32.6pp | 64.81%+29.1pp | 550.52%-456.6pp |
| Employer contribution / active EE | $5,071 | $5,316-4.6% | $4,675+8.5% | $4,662+8.8% |
| Participant deferral / active EE | $57 | $6,466-99.1% | $5,629-99.0% | $6,690-99.1% |
| Admin fee / account holder | $19,685 | $19,327+1.9% | $15,923+23.6% | $13,400+46.9% |