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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 | $153,001 | $132,634+15.4% | $115,768+32.2% | $137,256+11.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.26% | 160.70%-150.4pp | 100.46%-90.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $6,818 | $3,360+102.9% | $2,940+131.9% | $4,156+64.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,181 | $15,028-58.9% | $12,439-50.3% | $12,270-49.6% |