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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 | $147,451 | $289,211-49.0% | $260,467-43.4% | $198,609-25.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 6.37% | 112.90%-106.5pp | 100.60%-94.2pp | 202.70%-196.3pp |
| Employer contribution / active EE | $12,500 | $4,663+168.1% | $4,239+194.9% | $5,055+147.3% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,383 | $16,236-17.6% | $15,461-13.4% | $19,030-29.7% |