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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 | $69,881 | $198,461-64.8% | $170,436-59.0% | $147,585-52.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.05% | 257.30%-248.3pp | 205.94%-196.9pp | 578.57%-569.5pp |
| Employer contribution / active EE | $4,338 | $6,184-29.9% | $5,433-20.2% | $4,876-11.0% |
| Participant deferral / active EE | $719 | $5,629-87.2% | $4,939-85.4% | $5,439-86.8% |
| Admin fee / account holder | $64,261 | $16,852+281.3% | $13,880+363.0% | $10,885+490.3% |