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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 | $22,220 | $176,120-87.4% | $159,487-86.1% | $167,553-86.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.62% | 331.95%-321.3pp | 263.71%-253.1pp | 478.89%-468.3pp |
| Employer contribution / active EE | $7,397 | $5,299+39.6% | $4,831+53.1% | $4,840+52.8% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,570 | $12,561-15.8% | $10,804-2.2% | $12,316-14.2% |