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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 | $60,925 | $169,336-64.0% | $129,384-52.9% | $145,884-58.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.70% | 14408.70%-14393.0pp | 9461.77%-9446.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $15,985 | $5,540+188.5% | $4,153+284.9% | $4,662+242.9% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $304 | $9,912-96.9% | $7,686-96.0% | $13,392-97.7% |