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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 | $155,289 | $196,972-21.2% | $182,262-14.8% | $198,609-21.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.16% | 158.27%-150.1pp | 140.60%-132.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $13,399 | $5,364+149.8% | $5,046+165.6% | $5,055+165.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,668 | $18,429-74.7% | $16,712-72.1% | $19,030-75.5% |