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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 | $145,476 | $111,535+30.4% | $105,223+38.3% | $137,256+6.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $23,198 | $3,939+488.9% | $3,689+528.9% | $4,156+458.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $26,649 | $9,721+174.1% | $8,859+200.8% | $12,270+117.2% |