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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 | $213,738 | $112,121+90.6% | $95,960+122.7% | $158,966+34.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.57% | 171.16%-160.6pp | 91.63%-81.1pp | 302.95%-292.4pp |
| Employer contribution / active EE | $3,929 | $3,199+22.8% | $2,541+54.6% | $4,762-17.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,780 | $10,135+6.4% | $6,797+58.6% | $11,250-4.2% |