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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 | $138,717 | $162,529-14.7% | $130,788+6.1% | $154,746-10.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.24% | 510.48%-498.2pp | 386.44%-374.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $36,083 | $4,447+711.3% | $3,558+914.2% | $4,379+724.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $879 | $7,669-88.5% | $6,673-86.8% | $14,365-93.9% |