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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 | $114,817 | $138,076-16.8% | $123,553-7.1% | $135,380-15.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.38% | 153.70%-144.3pp | 119.21%-109.8pp | 519.81%-510.4pp |
| Employer contribution / active EE | $5,769 | $5,152+12.0% | $4,628+24.7% | $4,779+20.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,848 | $10,917-55.6% | $9,284-47.8% | $10,828-55.2% |