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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 | $171,741 | $60,128+185.6% | $90,440+89.9% | $79,852+115.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.45% | 71.95%-60.5pp | 1294.38%-1282.9pp | 31.72%-20.3pp |
| Employer contribution / active EE | $9,102 | $2,068+340.1% | $3,263+179.0% | $2,471+268.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,346 | $3,977-15.9% | $5,615-40.4% | $5,306-36.9% |