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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 | $53,899 | $142,354-62.1% | $125,529-57.1% | $155,188-65.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 9.45% | 306.06%-296.6pp | 202.56%-193.1pp | 148.84%-139.4pp |
| Employer contribution / active EE | $7,348 | $3,501+109.9% | $3,058+140.3% | $4,248+73.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,415 | $19,392-46.3% | $16,298-36.1% | $14,480-28.1% |