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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 | $103,119 | $175,231-41.2% | $149,696-31.1% | $139,466-26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 166.77%-150.1pp | 134.46%-117.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,539 | $5,478-53.7% | $4,821-47.3% | $4,754-46.6% |
| Participant deferral / active EE | $1,848 | $6,521-71.7% | $5,682-67.5% | $6,712-72.5% |
| Admin fee / account holder | $659 | $16,155-95.9% | $13,212-95.0% | $11,409-94.2% |