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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 | $129,674 | $103,038+25.9% | $90,324+43.6% | $152,909-15.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.36% | 95.25%-75.9pp | 78.15%-58.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $14,263 | $3,141+354.1% | $2,856+399.4% | $4,764+199.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,005 | $6,177-83.7% | $5,356-81.2% | $11,601-91.3% |