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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 | $172,825 | $88,702+94.8% | $81,780+111.3% | $145,978+18.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.08% | 1029.12%-1014.0pp | 776.27%-761.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $22,317 | $3,084+623.6% | $2,914+665.9% | $4,662+378.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,299 | $8,414-1.4% | $7,384+12.4% | $13,400-38.1% |