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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 | $114,735 | $289,211-60.3% | $260,467-56.0% | $198,609-42.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 15.76% | 112.90%-97.1pp | 100.60%-84.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,729 | $4,663-62.9% | $4,239-59.2% | $5,055-65.8% |
| Participant deferral / active EE | $1,034 | $6,812-84.8% | $6,319-83.6% | $6,977-85.2% |
| Admin fee / account holder | $5,818 | $16,236-64.2% | $15,461-62.4% | $19,030-69.4% |