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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 | $217,557 | $109,872+98.0% | $98,483+120.9% | $167,536+29.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.94% | 1959.31%-1946.4pp | 1494.38%-1481.4pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,034 | $3,225-36.9% | $2,961-31.3% | $4,839-58.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,349 | $6,757-6.0% | $5,953+6.7% | $12,315-48.4% |