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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 | $189,197 | $102,422+84.7% | $147,117+28.6% | $80,959+133.7% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 13.15% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $11,562 | $3,717+211.0% | $4,932+134.4% | $2,757+319.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,596 | $7,953+33.2% | $12,993-18.4% | $6,925+53.0% |