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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 | $100,988 | $159,978-36.9% | $147,041-31.3% | $145,978-30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 98.36%-87.7pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $7,957 | $5,288+50.5% | $4,935+61.2% | $4,662+70.7% |
| Participant deferral / active EE | $865 | $8,429-89.7% | $8,071-89.3% | $6,690-87.1% |
| Admin fee / account holder | $3,200 | $15,053-78.7% | $13,006-75.4% | $13,400-76.1% |