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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 | $92,620 | $160,059-42.1% | $140,019-33.9% | $135,380-31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.37% | 911.48%-906.1pp | 651.17%-645.8pp | 519.81%-514.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $232 | $7,641-97.0% | $6,927-96.6% | $5,609-95.9% |
| Admin fee / account holder | $5,143 | $13,328-61.4% | $10,705-52.0% | $10,828-52.5% |