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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 | $105,121 | $210,698-50.1% | $178,014-40.9% | $145,959-28.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.70% | 386.27%-372.6pp | 294.80%-281.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $25,286 | $4,567+453.7% | $3,950+540.2% | $4,661+442.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,566 | $12,016-78.6% | $10,362-75.2% | $13,398-80.8% |