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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 | $78,420 | $108,942-28.0% | $100,415-21.9% | $145,897-46.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 58.27%-45.7pp | 49.47%-36.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $5,000 | $4,422+13.1% | $3,943+26.8% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $680 | $9,702-93.0% | $7,906-91.4% | $13,390-94.9% |