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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 | $137,378 | $97,732+40.6% | $83,831+63.9% | $135,380+1.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.19% | 1287.56%-1281.4pp | 850.99%-844.8pp | 519.81%-513.6pp |
| Employer contribution / active EE | $3,458 | $4,222-18.1% | $3,631-4.8% | $4,779-27.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,448 | $6,675-3.4% | $5,479+17.7% | $10,828-40.5% |