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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 | $219,720 | $289,211-24.0% | $260,467-15.6% | $198,609+10.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 4.40% | 112.90%-108.5pp | 100.60%-96.2pp | 202.70%-198.3pp |
| Employer contribution / active EE | $3,970 | $4,663-14.9% | $4,239-6.3% | $5,055-21.5% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,192 | $16,236-92.7% | $15,461-92.3% | $19,030-93.7% |