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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 | $133,094 | $226,105-41.1% | $182,540-27.1% | $152,897-13.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.59% | 192.58%-169.0pp | 148.58%-125.0pp | 345.43%-321.8pp |
| Employer contribution / active EE | $8,388 | $4,978+68.5% | $4,076+105.8% | $4,764+76.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,382 | $10,706-59.1% | $8,593-49.0% | $11,599-62.2% |