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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 | $123,245 | $160,055-23.0% | $140,016-12.0% | $135,377-9.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.40% | 911.41%-911.0pp | 651.14%-650.7pp | 519.75%-519.4pp |
| Employer contribution / active EE | $12,611 | $6,420+96.4% | $5,606+125.0% | $4,779+163.9% |
| Participant deferral / active EE | $2,470 | $7,641-67.7% | $6,927-64.3% | $5,609-56.0% |
| Admin fee / account holder | $20,185 | $13,328+51.4% | $10,705+88.6% | $10,828+86.4% |