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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 | $95,175 | $134,817-29.4% | $123,973-23.2% | $155,188-38.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.66% | 515.49%-500.8pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $10,502 | $4,425+137.3% | $4,126+154.5% | $4,248+147.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $675 | $13,245-94.9% | $11,799-94.3% | $14,480-95.3% |