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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 | $112,848 | $183,988-38.7% | $162,177-30.4% | $152,897-26.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.32% | 150.79%-133.5pp | 115.60%-98.3pp | 345.43%-328.1pp |
| Employer contribution / active EE | $2,602 | $6,370-59.1% | $5,613-53.6% | $4,764-45.4% |
| Participant deferral / active EE | $1,817 | $8,032-77.4% | $7,297-75.1% | $5,851-69.0% |
| Admin fee / account holder | $1,010 | $13,123-92.3% | $10,843-90.7% | $11,599-91.3% |