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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 | $179,948 | $70,366+155.7% | $66,674+169.9% | $138,895+29.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.62% | 386.41%-368.8pp | 321.24%-303.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $7,985 | $2,765+188.8% | $2,620+204.8% | $4,194+90.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,711 | $5,262-67.5% | $5,098-66.4% | $12,562-86.4% |