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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 | $103,647 | $112,935-8.2% | $90,970+13.9% | $158,966-34.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.27% | 215.79%-203.5pp | 134.58%-122.3pp | 302.95%-290.7pp |
| Employer contribution / active EE | $6,667 | $2,895+130.3% | $2,122+214.1% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,597 | $8,045-42.9% | $5,960-22.9% | $11,250-59.1% |