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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 | $235,113 | $97,732+140.6% | $83,831+180.5% | $135,380+73.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.38% | 1287.56%-1277.2pp | 850.99%-840.6pp | 519.81%-509.4pp |
| Employer contribution / active EE | $1,250 | $4,222-70.4% | $3,631-65.6% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,281 | $6,675+69.0% | $5,479+105.9% | $10,828+4.2% |