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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 | $161,057 | $97,125+65.8% | $86,233+86.8% | $137,256+17.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.86% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,888 | $2,841+142.4% | $2,504+175.0% | $4,156+65.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,033 | $9,725-79.1% | $8,342-75.6% | $12,270-83.4% |