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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 | $190,744 | $97,732+95.2% | $83,831+127.5% | $135,380+40.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.53% | 1287.56%-1283.0pp | 850.99%-846.5pp | 519.81%-515.3pp |
| Employer contribution / active EE | $3,429 | $4,222-18.8% | $3,631-5.6% | $4,779-28.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,962 | $6,675+49.2% | $5,479+81.8% | $10,828-8.0% |