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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 | $77,506 | $102,938-24.7% | $94,105-17.6% | $138,895-44.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.95% | 250.28%-238.3pp | 204.55%-192.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $20,000 | $2,732+632.1% | $2,504+698.6% | $4,194+376.8% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $493 | $6,600-92.5% | $6,199-92.1% | $12,562-96.1% |