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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 | $39,836 | $226,090-82.4% | $182,531-78.2% | $152,885-73.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.53% | 192.57%-179.0pp | 148.57%-135.0pp | 345.39%-331.9pp |
| Employer contribution / active EE | $2,298 | $4,978-53.8% | $4,075-43.6% | $4,763-51.8% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,168 | $10,705-89.1% | $8,593-86.4% | $11,598-89.9% |