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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 | $84,655 | $198,461-57.3% | $170,436-50.3% | $147,585-42.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.76% | 257.30%-241.5pp | 205.94%-190.2pp | 578.57%-562.8pp |
| Employer contribution / active EE | $1,789 | $6,184-71.1% | $5,433-67.1% | $4,876-63.3% |
| Participant deferral / active EE | $1,261 | $5,629-77.6% | $4,939-74.5% | $5,439-76.8% |
| Admin fee / account holder | $25,575 | $16,852+51.8% | $13,880+84.3% | $10,885+134.9% |