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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 | $109,734 | $103,000+6.5% | $90,300+21.5% | $152,885-28.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.42% | 95.19%-83.8pp | 78.11%-66.7pp | 345.39%-334.0pp |
| Employer contribution / active EE | $11,250 | $3,138+258.5% | $2,854+294.2% | $4,763+136.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,301 | $6,173-62.7% | $5,353-57.0% | $11,598-80.2% |