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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 | $89,858 | $289,211-68.9% | $260,467-65.5% | $198,609-54.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 9.51% | 112.90%-103.4pp | 100.60%-91.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $4,552 | $4,663-2.4% | $4,239+7.4% | $5,055-10.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,903 | $16,236-51.3% | $15,461-48.9% | $19,030-58.5% |