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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 | $243,916 | $117,829+107.0% | $102,423+138.1% | $145,877+67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 31.83%-18.0pp | 29.42%-15.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $9,276 | $3,615+156.6% | $3,023+206.8% | $4,663+98.9% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,770 | $13,335-79.2% | $9,455-70.7% | $13,402-79.3% |