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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 | $227,861 | $176,105+29.4% | $159,474+42.9% | $167,536+36.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.49% | 331.91%-314.4pp | 263.68%-246.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $4,000 | $5,299-24.5% | $4,831-17.2% | $4,839-17.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,040 | $12,559-83.8% | $10,802-81.1% | $12,315-83.4% |