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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 | $66,530 | $209,425-68.2% | $178,499-62.7% | $158,966-58.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.86% | 188.80%-179.9pp | 151.10%-142.2pp | 302.95%-294.1pp |
| Employer contribution / active EE | $1,200 | $5,707-79.0% | $5,011-76.1% | $4,762-74.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $420 | $17,078-97.5% | $13,986-97.0% | $11,250-96.3% |