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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 | $106,723 | $115,814-7.9% | $101,275+5.4% | $158,982-32.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.19% | 56.16%-45.0pp | 46.48%-35.3pp | 302.99%-291.8pp |
| Employer contribution / active EE | $6,736 | $4,176+61.3% | $3,660+84.0% | $4,763+41.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,421 | $7,249+154.1% | $5,948+209.7% | $11,252+63.7% |