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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 | $205,409 | $227,399-9.7% | $189,758+8.2% | $198,609+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 41.27% | 61.03%-19.8pp | 52.62%-11.4pp | 202.70%-161.4pp |
| Employer contribution / active EE | $3,000 | $5,526-45.7% | $4,767-37.1% | $5,055-40.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,934 | $25,162-76.4% | $20,388-70.9% | $19,030-68.8% |