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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 | $195,248 | $81,208+140.4% | $98,916+97.4% | $79,858+144.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.43% | 60.99%-48.6pp | 196.45%-184.0pp | 31.72%-19.3pp |
| Employer contribution / active EE | $6,667 | $1,960+240.2% | $2,689+147.9% | $2,471+169.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,000 | $6,013-16.8% | $6,642-24.7% | $5,306-5.8% |