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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 | $204,078 | $160,070+27.5% | $147,117+38.7% | $145,897+39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,025 | $5,285-4.9% | $4,932+1.9% | $4,663+7.8% |
| Participant deferral / active EE | $1,662 | $8,419-80.3% | $8,065-79.4% | $6,689-75.2% |
| Admin fee / account holder | $66,773 | $15,035+344.1% | $12,993+413.9% | $13,390+398.7% |