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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 | $102,962 | $107,368-4.1% | $92,915+10.8% | $152,909-32.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.21% | 145.64%-120.4pp | 109.45%-84.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $4,054 | $4,222-4.0% | $3,653+11.0% | $4,764-14.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $847 | $7,082-88.0% | $5,796-85.4% | $11,601-92.7% |