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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 | $233,827 | $101,752+129.8% | $164,928+41.8% | $80,911+189.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.61% | 16.73%-6.1pp | 70.08%-59.5pp | 35.63%-25.0pp |
| Employer contribution / active EE | $7,318 | $2,953+147.8% | $4,343+68.5% | $2,756+165.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,113 | $8,218-25.6% | $12,684-51.8% | $6,935-11.8% |