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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 | $118,514 | $124,175-4.6% | $108,405+9.3% | $167,536-29.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.98% | 1380.13%-1367.2pp | 905.55%-892.6pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,308 | $4,188-21.0% | $3,559-7.1% | $4,839-31.6% |
| Participant deferral / active EE | $1,516 | $6,908-78.1% | $6,563-76.9% | $6,342-76.1% |
| Admin fee / account holder | $1,438 | $9,457-84.8% | $7,297-80.3% | $12,315-88.3% |