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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 | $114,039 | $138,076-17.4% | $123,553-7.7% | $135,380-15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.88% | 153.70%-150.8pp | 119.21%-116.3pp | 519.81%-516.9pp |
| Employer contribution / active EE | $4,409 | $5,152-14.4% | $4,628-4.7% | $4,779-7.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,961 | $10,917-63.7% | $9,284-57.3% | $10,828-63.4% |