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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 | $136,908 | $138,075-0.8% | $123,552+10.8% | $135,379+1.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.63% | 153.70%-152.1pp | 119.20%-117.6pp | 519.79%-518.2pp |
| Employer contribution / active EE | $5,630 | $5,152+9.3% | $4,628+21.6% | $4,779+17.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,277 | $10,917-88.3% | $9,285-86.2% | $10,828-88.2% |