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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 | $193,759 | $90,486+114.1% | $78,676+146.3% | $273,972-29.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.60% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $22,500 | $3,175+608.7% | $2,850+689.5% | $4,869+362.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29,388 | $5,263+458.4% | $4,510+551.6% | $10,133+190.0% |