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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 | $111,976 | $135,645-17.4% | $110,243+1.6% | $135,379-17.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 10.69% | 513.24%-502.5pp | 314.76%-304.1pp | 519.79%-509.1pp |
| Employer contribution / active EE | $1,400 | $4,907-71.5% | $3,827-63.4% | $4,779-70.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,544 | $11,458+184.0% | $8,548+280.7% | $10,828+200.6% |