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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 | $125,145 | $137,414-8.9% | $189,545-34.0% | $85,851+45.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.10% | 38.14%-19.0pp | 555.36%-536.3pp | 318.63%-299.5pp |
| Employer contribution / active EE | $4,524 | $4,344+4.1% | $6,162-26.6% | $2,565+76.3% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,570 | $8,630-35.5% | $12,049-53.8% | $6,261-11.0% |