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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 | $117,240 | $96,123+22.0% | $77,361+51.5% | $198,609-41.0% |
| Participation rate | 91.7% | 81.1%+10.5pp | 75.0%+16.7pp | 82.4%+9.3pp |
| Annual return | 10.81% | 2054.81%-2044.0pp | 1011.54%-1000.7pp | 202.70%-191.9pp |
| Employer contribution / active EE | $2,083 | $3,791-45.0% | $2,990-30.3% | $5,055-58.8% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,175 | $9,471-55.9% | $5,894-29.2% | $19,030-78.1% |