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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 | $205,065 | $138,114+48.5% | $125,391+63.5% | $134,545+52.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.11% | 750.88%-749.8pp | 572.41%-571.3pp | 418.37%-417.3pp |
| Employer contribution / active EE | $10,000 | $5,246+90.6% | $4,816+107.7% | $4,742+110.9% |
| Participant deferral / active EE | $1,267 | $7,801-83.8% | $7,448-83.0% | $6,401-80.2% |
| Admin fee / account holder | $15,673 | $11,570+35.5% | $10,009+56.6% | $11,431+37.1% |