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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 | $122,636 | $73,421+67.0% | $66,439+84.6% | $155,188-21.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 74.5%+0.5pp | 80.8%-5.8pp |
| Annual return | 9.72% | 1382.37%-1372.7pp | 757.66%-747.9pp | 148.84%-139.1pp |
| Employer contribution / active EE | $8,684 | $3,039+185.8% | $2,637+229.3% | $4,248+104.4% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $66,810 | $8,856+654.4% | $6,173+982.2% | $14,480+361.4% |