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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 | $117,189 | $103,038+13.7% | $90,324+29.7% | $152,909-23.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.66% | 95.25%-75.6pp | 78.15%-58.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $8,330 | $3,141+165.2% | $2,856+191.7% | $4,764+74.8% |
| Participant deferral / active EE | $624 | $4,282-85.4% | $3,885-83.9% | $5,851-89.3% |
| Admin fee / account holder | $45,394 | $6,177+634.9% | $5,356+747.6% | $11,601+291.3% |