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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 | $144,197 | $90,397+59.5% | $76,002+89.7% | $145,959-1.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.68% | 621.97%-603.3pp | 360.07%-341.4pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,538 | $3,317-53.6% | $2,688-42.8% | $4,661-67.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $652 | $8,369-92.2% | $6,414-89.8% | $13,398-95.1% |