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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 | $143,198 | $125,237+14.3% | $105,608+35.6% | $145,877-1.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.15% | 225.76%-216.6pp | 116.50%-107.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $6,000 | $3,720+61.3% | $3,167+89.5% | $4,663+28.7% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $953 | $17,287-94.5% | $11,028-91.4% | $13,402-92.9% |