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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 | $131,539 | $134,817-2.4% | $123,973+6.1% | $155,188-15.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.76% | 515.49%-503.7pp | 388.13%-376.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $9,075 | $4,425+105.1% | $4,126+120.0% | $4,248+113.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,322 | $13,245-52.3% | $11,799-46.4% | $14,480-56.3% |