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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 | $112,709 | $144,130-21.8% | $117,861-4.4% | $147,586-23.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.40% | 531.20%-512.8pp | 335.11%-316.7pp | 578.59%-560.2pp |
| Employer contribution / active EE | $7,604 | $4,897+55.3% | $3,786+100.8% | $4,876+55.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,226 | $10,887-88.7% | $8,021-84.7% | $10,886-88.7% |