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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 | $121,263 | $112,915+7.4% | $90,965+33.3% | $158,950-23.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.33% | 215.75%-200.4pp | 134.57%-119.2pp | 302.91%-287.6pp |
| Employer contribution / active EE | $22,786 | $2,894+687.4% | $2,122+973.7% | $4,762+378.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $806 | $8,044-90.0% | $5,960-86.5% | $11,248-92.8% |