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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 | $135,205 | $100,073+35.1% | $85,126+58.8% | $145,877-7.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.50% | 84.11%-64.6pp | 66.63%-47.1pp | 551.28%-531.8pp |
| Employer contribution / active EE | $6,623 | $3,236+104.6% | $2,731+142.5% | $4,663+42.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,999 | $7,261-17.4% | $6,160-2.6% | $13,402-55.2% |