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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 | $202,804 | $124,346+63.1% | $111,308+82.2% | $167,536+21.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.07% | 37.45%-22.4pp | 54.67%-39.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $6,466 | $3,437+88.1% | $2,732+136.7% | $4,839+33.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $44,395 | $10,621+318.0% | $7,965+457.4% | $12,315+260.5% |