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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 | $113,510 | $138,076-17.8% | $123,553-8.1% | $135,380-16.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.59% | 153.70%-143.1pp | 119.21%-108.6pp | 519.81%-509.2pp |
| Employer contribution / active EE | $8,099 | $5,152+57.2% | $4,628+75.0% | $4,779+69.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,528 | $10,917-21.9% | $9,284-8.1% | $10,828-21.2% |