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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 | $206,065 | $159,934+28.8% | $147,005+40.2% | $145,959+41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,404 | $5,287-54.5% | $4,934-51.3% | $4,661-48.4% |
| Participant deferral / active EE | $400 | $8,427-95.3% | $8,070-95.0% | $6,689-94.0% |
| Admin fee / account holder | $6,100 | $15,053-59.5% | $13,006-53.1% | $13,398-54.5% |