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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 | $72,472 | $202,460-64.2% | $169,385-57.2% | $139,456-48.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.71% | 532.07%-513.4pp | 405.82%-387.1pp | 373.45%-354.7pp |
| Employer contribution / active EE | $25,286 | $4,691+439.0% | $4,012+530.3% | $4,753+432.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,413 | $10,719-86.8% | $9,011-84.3% | $11,407-87.6% |