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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 | $235,260 | $117,829+99.7% | $102,423+129.7% | $145,877+61.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.44% | 31.83%-12.4pp | 29.42%-10.0pp | 551.28%-531.8pp |
| Employer contribution / active EE | $3,725 | $3,615+3.1% | $3,023+23.2% | $4,663-20.1% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,690 | $13,335-79.8% | $9,455-71.5% | $13,402-79.9% |