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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 | $165,078 | $111,878+47.6% | $93,727+76.1% | $145,897+13.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.37% | 204.28%-192.9pp | 133.83%-122.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $8,303 | $3,092+168.5% | $2,421+242.9% | $4,663+78.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,670 | $10,256+33.3% | $8,292+64.9% | $13,390+2.1% |