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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 | $121,864 | $125,184-2.7% | $105,607+15.4% | $145,884-16.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.29% | 225.00%-215.7pp | 116.11%-106.8pp | 551.85%-542.6pp |
| Employer contribution / active EE | $6,875 | $3,720+84.8% | $3,167+117.1% | $4,662+47.5% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,039 | $17,133-76.4% | $10,958-63.1% | $13,392-69.8% |