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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 | $209,371 | $138,072+51.6% | $123,549+69.5% | $135,382+54.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.89% | 153.69%-152.8pp | 119.20%-118.3pp | 519.77%-518.9pp |
| Employer contribution / active EE | $4,863 | $5,152-5.6% | $4,628+5.1% | $4,779+1.8% |
| Participant deferral / active EE | $1,899 | $6,799-72.1% | $6,426-70.5% | $5,609-66.1% |
| Admin fee / account holder | $312,321 | $10,917+2761.0% | $9,284+3264.0% | $10,829+2784.2% |