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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 | $126,368 | $197,637-36.1% | $177,848-28.9% | $158,982-20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 51.32% | 58.77%-7.4pp | 48.33%+3.0pp | 302.99%-251.7pp |
| Employer contribution / active EE | $5,000 | $6,698-25.4% | $5,919-15.5% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $52,596 | $15,406+241.4% | $12,431+323.1% | $11,252+367.5% |