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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 | $100,436 | $171,492-41.4% | $150,734-33.4% | $198,609-49.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.55% | 804.70%-792.2pp | 600.81%-588.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $5,114 | $5,470-6.5% | $4,918+4.0% | $5,055+1.2% |
| Participant deferral / active EE | $1,705 | $6,259-72.8% | $5,610-69.6% | $6,977-75.6% |
| Admin fee / account holder | $832 | $17,628-95.3% | $14,905-94.4% | $19,030-95.6% |