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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 | $194,273 | $115,814+67.7% | $101,275+91.8% | $158,982+22.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.18% | 56.16%-25.0pp | 46.48%-15.3pp | 302.99%-271.8pp |
| Employer contribution / active EE | $25,384 | $4,176+507.9% | $3,660+593.5% | $4,763+433.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,185 | $7,249+316.4% | $5,948+407.5% | $11,252+168.3% |