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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 | $92,447 | $159,934-42.2% | $147,005-37.1% | $145,959-36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,416 | $5,287-73.2% | $4,934-71.3% | $4,661-69.6% |
| Participant deferral / active EE | $2,450 | $8,427-70.9% | $8,070-69.6% | $6,689-63.4% |
| Admin fee / account holder | $250,006 | $15,053+1560.8% | $13,006+1822.2% | $13,398+1766.0% |