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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 | $81,528 | $160,028-49.1% | $147,080-44.6% | $145,884-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.60%-88.9pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $5,894 | $5,286+11.5% | $4,933+19.5% | $4,662+26.4% |
| Participant deferral / active EE | $558 | $8,422-93.4% | $8,066-93.1% | $6,690-91.7% |
| Admin fee / account holder | $14,396 | $15,030-4.2% | $12,989+10.8% | $13,392+7.5% |