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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 | $154,811 | $202,342-23.5% | $172,753-10.4% | $152,909+1.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.56% | 1029.88%-1013.3pp | 803.00%-786.4pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,432 | $5,857-75.6% | $5,144-72.2% | $4,764-69.9% |
| Participant deferral / active EE | $1,903 | $5,948-68.0% | $5,198-63.4% | $5,851-67.5% |
| Admin fee / account holder | $11,168 | $17,112-34.7% | $13,956-20.0% | $11,601-3.7% |