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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 | $126,456 | $152,592-17.1% | $125,180+1.0% | $152,885-17.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.67% | 54.84%-42.2pp | 43.79%-31.1pp | 345.39%-332.7pp |
| Employer contribution / active EE | $7,915 | $4,947+60.0% | $3,866+104.7% | $4,763+66.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $161,256 | $13,435+1100.3% | $9,703+1562.0% | $11,598+1290.4% |