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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 | $86,127 | $134,817-36.1% | $123,973-30.5% | $155,188-44.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.23% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $10,667 | $4,425+141.0% | $4,126+158.5% | $4,248+151.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,538 | $13,245-80.8% | $11,799-78.5% | $14,480-82.5% |