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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 | $98,937 | $198,461-50.1% | $170,436-42.0% | $147,585-33.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.33% | 257.30%-244.0pp | 205.94%-192.6pp | 578.57%-565.2pp |
| Employer contribution / active EE | $3,272 | $6,184-47.1% | $5,433-39.8% | $4,876-32.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $598 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |