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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 | $66,035 | $144,130-54.2% | $117,861-44.0% | $147,586-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.00% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $5,695 | $4,897+16.3% | $3,786+50.4% | $4,876+16.8% |
| Participant deferral / active EE | $891 | $5,316-83.2% | $4,482-80.1% | $5,439-83.6% |
| Admin fee / account holder | $13,832 | $10,887+27.1% | $8,021+72.5% | $10,886+27.1% |