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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 | $77,235 | $160,040-51.7% | $147,096-47.5% | $145,877-47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $4,953 | $5,289-6.4% | $4,936+0.3% | $4,663+6.2% |
| Participant deferral / active EE | $135 | $8,429-98.4% | $8,071-98.3% | $6,691-98.0% |
| Admin fee / account holder | $553 | $15,050-96.3% | $13,005-95.7% | $13,402-95.9% |