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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 | $148,744 | $97,732+52.2% | $83,831+77.4% | $135,380+9.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.33% | 1287.56%-1287.2pp | 850.99%-850.7pp | 519.81%-519.5pp |
| Employer contribution / active EE | $2,545 | $4,222-39.7% | $3,631-29.9% | $4,779-46.7% |
| Participant deferral / active EE | $22 | $4,683-99.5% | $4,082-99.5% | $5,609-99.6% |
| Admin fee / account holder | $24,381 | $6,675+265.3% | $5,479+345.0% | $10,828+125.2% |