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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 | $146,596 | $110,801+32.3% | $86,868+68.8% | $167,518-12.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 26.25% | 117.00%-90.8pp | 63.53%-37.3pp | 478.71%-452.5pp |
| Employer contribution / active EE | $12,500 | $3,245+285.3% | $2,496+400.9% | $4,838+158.3% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,807 | $8,417-66.7% | $5,829-51.8% | $12,312-77.2% |