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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 | $83,449 | $162,136-48.5% | $152,301-45.2% | $154,746-46.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 28.77% | 91.02%-62.3pp | 80.50%-51.7pp | 172.34%-143.6pp |
| Employer contribution / active EE | $22,839 | $4,890+367.0% | $4,624+393.9% | $4,379+421.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $926 | $15,759-94.1% | $14,398-93.6% | $14,365-93.6% |