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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 | $49,481 | $178,174-72.2% | $156,181-68.3% | $137,256-64.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.80% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $11,700 | $4,972+135.3% | $4,294+172.5% | $4,156+181.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $524 | $17,404-97.0% | $14,586-96.4% | $12,270-95.7% |