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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 | $163,125 | $190,916-14.6% | $160,037+1.9% | $134,545+21.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 17.60% | 552.79%-535.2pp | 408.95%-391.4pp | 418.37%-400.8pp |
| Employer contribution / active EE | $2,778 | $4,996-44.4% | $4,226-34.3% | $4,742-41.4% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,209 | $10,497-2.7% | $8,716+17.1% | $11,431-10.7% |