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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 | $71,835 | $226,135-68.2% | $182,558-60.7% | $152,909-53.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.15% | 192.60%-178.4pp | 148.59%-134.4pp | 345.46%-331.3pp |
| Employer contribution / active EE | $7,965 | $4,979+60.0% | $4,076+95.4% | $4,764+67.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $774 | $10,707-92.8% | $8,594-91.0% | $11,601-93.3% |