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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 | $194,008 | $97,761+98.5% | $83,850+131.4% | $135,382+43.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.46% | 1287.44%-1282.0pp | 850.92%-845.5pp | 519.77%-514.3pp |
| Employer contribution / active EE | $4,412 | $4,222+4.5% | $3,631+21.5% | $4,779-7.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,228 | $6,674-21.7% | $5,478-4.6% | $10,829-51.7% |