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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 | $215,073 | $159,978+34.4% | $147,041+46.3% | $145,978+47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.83% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,673 | $5,288-49.5% | $4,935-45.8% | $4,662-42.7% |
| Participant deferral / active EE | $250 | $8,429-97.0% | $8,071-96.9% | $6,690-96.3% |
| Admin fee / account holder | $8,781 | $15,053-41.7% | $13,006-32.5% | $13,400-34.5% |