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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 | $100,279+92.1% | $81,353+136.8% | $145,884+32.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 34.49%-21.2pp | 24.82%-11.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $22,132 | $2,979+642.9% | $2,464+798.2% | $4,662+374.7% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,356 | $8,206-83.5% | $5,766-76.5% | $13,392-89.9% |