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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 | $247,510 | $93,346+165.2% | $71,796+244.7% | $273,972-9.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 17.10% | 130.39%-113.3pp | 78.04%-60.9pp | 41.46%-24.4pp |
| Employer contribution / active EE | $18,646 | $2,733+582.2% | $1,924+868.9% | $4,869+283.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,633 | $6,571+1.0% | $4,815+37.8% | $10,133-34.5% |