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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 | $102,382+84.8% | $147,005+28.7% | $80,874+133.9% |
| Participation rate | 75.9% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 13.15% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $11,562 | $3,715+211.2% | $4,934+134.3% | $2,756+319.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,596 | $7,942+33.4% | $13,006-18.5% | $6,935+52.8% |