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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 | $60,610 | $217,432-72.1% | $185,851-67.4% | $167,553-63.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.04% | 148.43%-137.4pp | 122.11%-111.1pp | 478.89%-467.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,018 | $6,357-68.3% | $5,569-63.8% | $6,343-68.2% |
| Admin fee / account holder | $19,166 | $19,820-3.3% | $16,245+18.0% | $12,316+55.6% |