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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 | $137,076 | $159,978-14.3% | $147,041-6.8% | $145,978-6.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 98.36%-88.7pp | 419.21%-409.5pp | 550.52%-540.8pp |
| Employer contribution / active EE | $28,050 | $5,288+430.4% | $4,935+468.4% | $4,662+501.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,673 | $15,053-82.2% | $13,006-79.5% | $13,400-80.1% |