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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 | $186,339 | $208,088-10.5% | $186,193+0.1% | $154,746+20.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.41% | 89.97%-73.6pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $26,168 | $4,340+503.0% | $3,918+567.9% | $4,379+497.6% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,045 | $11,698-39.8% | $11,058-36.3% | $14,365-51.0% |