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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 | $114,013+57.8% | $103,693+73.5% | $155,188+16.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.62% | 49.31%-31.7pp | 47.61%-30.0pp | 148.84%-131.2pp |
| Employer contribution / active EE | $7,985 | $3,131+155.0% | $2,920+173.4% | $4,248+88.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,711 | $8,407-79.6% | $7,858-78.2% | $14,480-88.2% |