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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 | $215,069 | $160,059+34.4% | $140,019+53.6% | $135,380+58.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.06% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,832 | $6,420-55.9% | $5,605-49.5% | $4,779-40.7% |
| Participant deferral / active EE | $1,054 | $7,641-86.2% | $6,927-84.8% | $5,609-81.2% |
| Admin fee / account holder | $13,333 | $13,3280% | $10,705+24.5% | $10,828+23.1% |