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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 | $121,797 | $111,814+8.9% | $93,654+30.0% | $145,959-16.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.20% | 203.30%-191.1pp | 133.34%-121.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $7,000 | $3,092+126.4% | $2,421+189.2% | $4,661+50.2% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,182 | $10,246-88.5% | $8,282-85.7% | $13,398-91.2% |