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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 | $104,955 | $102,624+2.3% | $86,200+21.8% | $139,427-24.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.29% | 1922.69%-1909.4pp | 1168.58%-1155.3pp | 373.27%-360.0pp |
| Employer contribution / active EE | $5,210 | $3,033+71.8% | $2,381+118.9% | $4,752+9.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,568 | $8,658-70.3% | $6,853-62.5% | $11,404-77.5% |