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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 | $83,062 | $160,070-48.1% | $147,117-43.5% | $145,897-43.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.24% | 98.69%-82.4pp | 420.54%-404.3pp | 552.29%-536.0pp |
| Employer contribution / active EE | $8,058 | $5,285+52.5% | $4,932+63.4% | $4,663+72.8% |
| Participant deferral / active EE | $1,558 | $8,419-81.5% | $8,065-80.7% | $6,689-76.7% |
| Admin fee / account holder | $873 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |