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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 | $212,562 | $125,193+69.8% | $105,591+101.3% | $145,978+45.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.39% | 225.53%-215.1pp | 116.43%-106.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $9,091 | $3,718+144.5% | $3,166+187.1% | $4,662+95.0% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,013 | $17,277-59.4% | $11,024-36.4% | $13,400-47.7% |