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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 | $151,706 | $102,595+47.9% | $94,057+61.3% | $154,746-2.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.67% | 583.42%-571.7pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $420 | $3,147-86.7% | $2,933-85.7% | $4,379-90.4% |
| Participant deferral / active EE | $560 | $5,118-89.1% | $4,709-88.1% | $6,730-91.7% |
| Admin fee / account holder | $10,694 | $7,736+38.2% | $7,244+47.6% | $14,365-25.6% |