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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 | $120,895 | $114,130+5.9% | $96,192+25.7% | $167,553-27.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.57% | 190.07%-174.5pp | 192.09%-176.5pp | 478.89%-463.3pp |
| Employer contribution / active EE | $376 | $3,431-89.1% | $2,799-86.6% | $4,840-92.2% |
| Participant deferral / active EE | $526 | $5,198-89.9% | $4,351-87.9% | $6,343-91.7% |
| Admin fee / account holder | $2,200 | $6,901-68.1% | $5,539-60.3% | $12,316-82.1% |