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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 | $151,475 | $64,706+134.1% | $112,244+35.0% | $68,498+121.1% |
| Participation rate | 87.1% | 67.1%+19.9pp | 75.1%+12.0pp | 67.9%+19.2pp |
| Annual return | 57.55% | -11.40%+69.0pp | 27.46%+30.1pp | -7.84%+65.4pp |
| Employer contribution / active EE | $51,590 | $2,746+1778.7% | $3,635+1319.2% | $2,596+1886.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,628 | $5,231+217.9% | $6,411+159.4% | $5,403+207.7% |