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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 | $82,816 | $112,131-26.1% | $95,964-13.7% | $158,982-47.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.75% | 171.19%-157.4pp | 91.64%-77.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $5,974 | $3,199+86.7% | $2,541+135.1% | $4,763+25.4% |
| Participant deferral / active EE | $1,423 | $4,784-70.3% | $4,167-65.9% | $5,983-76.2% |
| Admin fee / account holder | $10,279 | $10,136+1.4% | $6,797+51.2% | $11,252-8.6% |