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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 | $140,200 | $175,231-20.0% | $149,696-6.3% | $139,466+0.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.98% | 166.77%-154.8pp | 134.46%-122.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $30,000 | $5,478+447.6% | $4,821+522.3% | $4,754+531.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,086 | $16,155-25.2% | $13,212-8.5% | $11,409+5.9% |