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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 | $192,648 | $100,147+92.4% | $81,286+137.0% | $145,877+32.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 34.44%-21.2pp | 24.80%-11.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $22,132 | $2,977+643.4% | $2,463+798.7% | $4,663+374.6% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,356 | $8,201-83.5% | $5,764-76.5% | $13,402-89.9% |