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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 | $214,960 | $124,336+72.9% | $111,303+93.1% | $167,518+28.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.70% | 37.45%-16.8pp | 54.66%-34.0pp | 478.71%-458.0pp |
| Employer contribution / active EE | $16,667 | $3,436+385.0% | $2,731+510.2% | $4,838+244.5% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,697 | $10,623-55.8% | $7,966-41.0% | $12,312-61.9% |