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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 | $82,277 | $202,440-59.4% | $169,390-51.4% | $139,466-41.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 532.36%-521.8pp | 406.07%-395.6pp | 373.66%-363.1pp |
| Employer contribution / active EE | $33,756 | $4,693+619.3% | $4,013+741.3% | $4,754+610.1% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,900 | $10,722-35.6% | $9,015-23.5% | $11,409-39.5% |