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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 | $187,148 | $167,030+12.0% | $135,768+37.8% | $155,188+20.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.09% | 678.39%-670.3pp | 526.10%-518.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $3,125 | $4,132-24.4% | $3,394-7.9% | $4,248-26.4% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $23,390 | $8,172+186.2% | $7,048+231.9% | $14,480+61.5% |