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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 | $219,938 | $97,761+125.0% | $83,850+162.3% | $135,382+62.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.94% | 1287.44%-1284.5pp | 850.92%-848.0pp | 519.77%-516.8pp |
| Employer contribution / active EE | $3,033 | $4,222-28.2% | $3,631-16.5% | $4,779-36.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $34,011 | $6,674+409.6% | $5,478+520.8% | $10,829+214.1% |