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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 | $200,638 | $168,636+19.0% | $147,617+35.9% | $125,393+60.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.23% | 77.65%-75.4pp | 61.98%-59.7pp | 282.23%-280.0pp |
| Employer contribution / active EE | $3,750 | $6,252-40.0% | $5,565-32.6% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,828 | $13,580-86.5% | $11,611-84.3% | $9,541-80.8% |