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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 | $187,230 | $91,537+104.5% | $130,045+44.0% | $75,173+149.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 25.55% | -631.55%+657.1pp | -137.30%+162.9pp | 160.72%-135.2pp |
| Employer contribution / active EE | $6,585 | $2,845+131.5% | $4,321+52.4% | $2,671+146.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,347 | $6,780-35.9% | $10,600-59.0% | $5,651-23.1% |