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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 | $232,178 | $96,678+140.2% | $86,640+168.0% | $139,466+66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.30% | 106.69%-85.4pp | 592.52%-571.2pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,035 | $3,265-37.7% | $3,024-32.7% | $4,754-57.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,921 | $6,410+8.0% | $5,616+23.2% | $11,409-39.3% |