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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 | $88,727 | $125,237-29.2% | $105,608-16.0% | $145,877-39.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.89% | 225.76%-213.9pp | 116.50%-104.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $12,550 | $3,720+237.3% | $3,167+296.3% | $4,663+169.1% |
| Participant deferral / active EE | $893 | $5,711-84.4% | $5,010-82.2% | $6,691-86.7% |
| Admin fee / account holder | $517 | $17,287-97.0% | $11,028-95.3% | $13,402-96.1% |