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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 | $111,723 | $148,629-24.8% | $135,982-17.8% | $139,487-19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.18% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.7pp |
| Employer contribution / active EE | $18,914 | $5,247+260.5% | $4,859+289.3% | $4,755+297.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $733 | $12,406-94.1% | $10,767-93.2% | $11,407-93.6% |