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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 | $231,556 | $150,207+54.2% | $120,380+92.4% | $145,978+58.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.73% | 154.28%-137.5pp | 107.28%-90.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $8,198 | $4,351+88.4% | $3,465+136.6% | $4,662+75.8% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $123,722 | $12,203+913.8% | $9,421+1213.3% | $13,400+823.3% |