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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 | $111,337 | $150,207-25.9% | $120,380-7.5% | $145,978-23.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.25% | 154.28%-145.0pp | 107.28%-98.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $7,443 | $4,351+71.1% | $3,465+114.8% | $4,662+59.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,433 | $12,203-71.9% | $9,421-63.6% | $13,400-74.4% |