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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 | $98,798 | $108,897-9.3% | $100,378-1.6% | $145,877-32.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 58.17%-45.4pp | 49.41%-36.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,756 | $4,420+7.6% | $3,942+20.6% | $4,663+2.0% |
| Participant deferral / active EE | $1,585 | $8,455-81.3% | $8,087-80.4% | $6,691-76.3% |
| Admin fee / account holder | $13,445 | $9,690+38.8% | $7,899+70.2% | $13,402+0.3% |