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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 | $152,770 | $166,020-8.0% | $164,866-7.3% | $145,959+4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.72% | 100.08%-91.4pp | 69.97%-61.2pp | 561.95%-553.2pp |
| Employer contribution / active EE | $22,442 | $5,275+325.5% | $4,343+416.8% | $4,661+381.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,813 | $16,644-89.1% | $12,689-85.7% | $13,398-86.5% |