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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 | $131,956 | $176,120-25.1% | $159,487-17.3% | $167,553-21.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.81% | 331.95%-316.1pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $6,004 | $5,299+13.3% | $4,831+24.3% | $4,840+24.1% |
| Participant deferral / active EE | $2,008 | $7,752-74.1% | $7,354-72.7% | $6,343-68.3% |
| Admin fee / account holder | $22,647 | $12,561+80.3% | $10,804+109.6% | $12,316+83.9% |