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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 | $116,532 | $160,040-27.2% | $147,096-20.8% | $145,877-20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,138 | $5,289-40.7% | $4,936-36.4% | $4,663-32.7% |
| Participant deferral / active EE | $773 | $8,429-90.8% | $8,071-90.4% | $6,691-88.4% |
| Admin fee / account holder | $12,948 | $15,050-14.0% | $13,005-0.4% | $13,402-3.4% |