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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 | $198,823 | $166,242+19.6% | $165,071+20.4% | $145,884+36.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.20% | 100.44%-86.2pp | 70.17%-56.0pp | 551.85%-537.6pp |
| Employer contribution / active EE | $26,997 | $5,283+411.0% | $4,347+521.0% | $4,662+479.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,181 | $16,658-74.9% | $12,695-67.1% | $13,392-68.8% |