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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 | $133,530 | $217,432-38.6% | $185,849-28.2% | $167,536-20.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.76% | 148.42%-135.7pp | 122.10%-109.3pp | 478.82%-466.1pp |
| Employer contribution / active EE | $11,977 | $5,875+103.9% | $5,169+131.7% | $4,839+147.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $69,813 | $19,818+252.3% | $16,244+329.8% | $12,315+466.9% |