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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 | $226,090-68.2% | $182,531-60.6% | $152,885-53.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.15% | 192.57%-178.4pp | 148.57%-134.4pp | 345.39%-331.2pp |
| Employer contribution / active EE | $7,965 | $4,978+60.0% | $4,075+95.4% | $4,763+67.2% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $774 | $10,705-92.8% | $8,593-91.0% | $11,598-93.3% |