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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 | $138,525 | $107,941+28.3% | $91,994+50.6% | $152,909-9.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.39% | 89.28%-73.9pp | 69.04%-53.7pp | 345.46%-330.1pp |
| Employer contribution / active EE | $12,500 | $4,212+196.8% | $3,453+262.0% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $377 | $10,521-96.4% | $7,744-95.1% | $11,601-96.8% |