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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 | $184,642 | $144,130+28.1% | $117,861+56.7% | $147,586+25.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.63% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $4,000 | $4,897-18.3% | $3,786+5.6% | $4,876-18.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,217 | $10,887-61.3% | $8,021-47.4% | $10,886-61.3% |