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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 | $238,158 | $106,918+122.7% | $84,021+183.4% | $152,897+55.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.74% | 105.01%-90.3pp | 71.32%-56.6pp | 345.43%-330.7pp |
| Employer contribution / active EE | $10,409 | $2,735+280.6% | $1,984+424.7% | $4,764+118.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,699 | $8,288-67.4% | $6,102-55.8% | $11,599-76.7% |