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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 | $106,783 | $88,702+20.4% | $81,780+30.6% | $145,978-26.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.94% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $10,669 | $3,084+245.9% | $2,914+266.1% | $4,662+128.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,467 | $8,414-11.3% | $7,384+1.1% | $13,400-44.3% |