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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 | $109,691 | $134,817-18.6% | $123,973-11.5% | $155,188-29.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.27% | 515.49%-503.2pp | 388.13%-375.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $12,500 | $4,425+182.5% | $4,126+203.0% | $4,248+194.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $739 | $13,245-94.4% | $11,799-93.7% | $14,480-94.9% |