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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 | $101,446 | $97,729+3.8% | $83,830+21.0% | $135,379-25.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.87% | 1287.52%-1284.6pp | 850.97%-848.1pp | 519.79%-516.9pp |
| Employer contribution / active EE | $18,182 | $4,222+330.7% | $3,631+400.7% | $4,779+280.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,215 | $6,674-81.8% | $5,479-77.8% | $10,828-88.8% |