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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 | $104,739 | $167,030-37.3% | $135,768-22.9% | $155,188-32.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.50% | 678.39%-666.9pp | 526.10%-514.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $50,439 | $4,132+1120.5% | $3,394+1386.2% | $4,248+1087.4% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $463 | $8,172-94.3% | $7,048-93.4% | $14,480-96.8% |