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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 | $77,221 | $157,304-50.9% | $141,197-45.3% | $152,909-49.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.01% | 64.34%-48.3pp | 71.41%-55.4pp | 345.46%-329.5pp |
| Employer contribution / active EE | $7,777 | $5,263+47.8% | $4,736+64.2% | $4,764+63.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,108 | $12,126+74.1% | $10,265+105.6% | $11,601+82.0% |