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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 | $139,174 | $135,639+2.6% | $110,241+26.2% | $135,382+2.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.77% | 513.21%-512.4pp | 314.75%-314.0pp | 519.77%-519.0pp |
| Employer contribution / active EE | $4,848 | $4,907-1.2% | $3,827+26.7% | $4,779+1.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $583 | $11,457-94.9% | $8,548-93.2% | $10,829-94.6% |