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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 | $127,999 | $88,710+44.3% | $81,783+56.5% | $145,959-12.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.30% | 1027.26%-1015.0pp | 775.05%-762.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,250 | $3,083-27.0% | $2,913-22.7% | $4,661-51.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,882 | $8,407-77.6% | $7,380-74.5% | $13,398-86.0% |