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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 | $151,885 | $100,901+50.5% | $75,501+101.2% | $147,586+2.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 12.34% | 35.78%-23.4pp | 27.35%-15.0pp | 578.59%-566.2pp |
| Employer contribution / active EE | $12,000 | $3,253+268.8% | $2,352+410.2% | $4,876+146.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,287 | $11,285+35.5% | $5,801+163.5% | $10,886+40.4% |