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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 | $91,210 | $134,817-32.3% | $123,973-26.4% | $155,188-41.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.73% | 515.49%-499.8pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $15,953 | $4,425+260.5% | $4,126+286.7% | $4,248+275.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $42,356 | $13,245+219.8% | $11,799+259.0% | $14,480+192.5% |