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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 | $153,961 | $135,645+13.5% | $110,243+39.7% | $135,379+13.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.81% | 513.24%-510.4pp | 314.76%-311.9pp | 519.79%-517.0pp |
| Employer contribution / active EE | $1,381 | $4,907-71.8% | $3,827-63.9% | $4,779-71.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $969 | $11,458-91.5% | $8,548-88.7% | $10,828-91.1% |