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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 | $119,402 | $176,120-32.2% | $159,487-25.1% | $167,553-28.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.26% | 331.95%-317.7pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $19,714 | $5,299+272.0% | $4,831+308.1% | $4,840+307.3% |
| Participant deferral / active EE | $1,878 | $7,752-75.8% | $7,354-74.5% | $6,343-70.4% |
| Admin fee / account holder | $27,234 | $12,561+116.8% | $10,804+152.1% | $12,316+121.1% |