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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 | $212,855 | $160,070+33.0% | $147,117+44.7% | $145,897+45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $3,016 | $5,285-42.9% | $4,932-38.9% | $4,663-35.3% |
| Participant deferral / active EE | $1,370 | $8,419-83.7% | $8,065-83.0% | $6,689-79.5% |
| Admin fee / account holder | $1,566 | $15,035-89.6% | $12,993-87.9% | $13,390-88.3% |