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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 | $96,140 | $97,729-1.6% | $83,830+14.7% | $135,379-29.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.02% | 1287.52%-1285.5pp | 850.97%-849.0pp | 519.79%-517.8pp |
| Employer contribution / active EE | $3,125 | $4,222-26.0% | $3,631-13.9% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,716 | $6,674+0.6% | $5,479+22.6% | $10,828-38.0% |