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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 | $242,742 | $142,354+70.5% | $125,529+93.4% | $155,188+56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 6.63% | 306.06%-299.4pp | 202.56%-195.9pp | 148.84%-142.2pp |
| Employer contribution / active EE | $14,857 | $3,501+324.3% | $3,058+385.9% | $4,248+249.8% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $21,522 | $19,392+11.0% | $16,298+32.1% | $14,480+48.6% |