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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 | $140,330 | $103,392+35.7% | $87,104+61.1% | $152,897-8.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.64% | 28.10%-10.5pp | 28.19%-10.5pp | 345.43%-327.8pp |
| Employer contribution / active EE | $12,812 | $3,221+297.8% | $2,521+408.2% | $4,764+169.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $42,933 | $12,194+252.1% | $7,491+473.1% | $11,599+270.1% |