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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 | $197,850 | $125,237+58.0% | $105,608+87.3% | $145,877+35.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.86% | 225.76%-202.9pp | 116.50%-93.6pp | 551.28%-528.4pp |
| Employer contribution / active EE | $11,417 | $3,720+206.9% | $3,167+260.5% | $4,663+144.9% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,178 | $17,287-70.0% | $11,028-53.0% | $13,402-61.4% |