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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 | $107,798 | $92,743+16.2% | $82,744+30.3% | $134,532-19.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.21% | 946.63%-942.4pp | 702.22%-698.0pp | 418.27%-414.1pp |
| Employer contribution / active EE | $8,333 | $3,273+154.6% | $3,008+177.0% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,021 | $5,977-49.5% | $5,325-43.3% | $11,429-73.6% |