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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 | $218,607 | $108,911+100.7% | $100,392+117.8% | $145,884+49.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.17% | 58.23%-42.1pp | 49.45%-33.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $7,857 | $4,420+77.8% | $3,941+99.3% | $4,662+68.5% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $791 | $9,698-91.8% | $7,904-90.0% | $13,392-94.1% |